Director of Tax Strategy

Company Description

Tenacity Wealth Management supports business owners and professionals in the Western United States in turning consistent financial actions into lasting wealth. The firm provides fiduciary, step-by-step planning, ensuring that client interests are placed first in every recommendation. Tenacity Wealth Management focuses on clear guidance, structured strategies, and practical solutions tailored to each client’s goals. Team members join a culture that values integrity, disciplined planning, and long-term client relationships. Role Description The Director of Tax Strategy is a full-time, remote role responsible for leading the firm’s overall tax planning and advisory approach for individual and business clients. This role designs and implements tax-efficient strategies aligned with clients’ financial and wealth management plans, including optimization of entity structures, retirement distributions, and succession planning. Day-to-day responsibilities include reviewing complex tax situations, overseeing tax projections, collaborating with advisors to integrate tax considerations into financial plans, and providing guidance on current and emerging tax laws and regulations. The Director will coordinate with external tax preparers and accountants, develop internal best practices, contribute to thought leadership content, and support client meetings with clear, actionable tax insights. This role also involves building and refining processes, training team members on tax concepts, and ensuring consistent, compliant delivery of tax-related recommendations.

Qualifications

Strong tax technical expertise, including Tax, Tax Law, and strategic tax planning skills. Demonstrated proficiency in Tax Compliance and Tax Preparation across individual and business returns. Solid Accounting skills to interpret financial statements and support integrated tax and wealth strategies. Advanced knowledge of U.S. federal and state tax regulations, with experience in advising high-net-worth individuals and business owners. Ability to communicate complex tax concepts clearly to non-specialists and collaborate effectively in a remote environment. Track record of developing tax strategies that align with broader financial planning goals and fiduciary standards. Relevant professional credentials such as CPA, EA, or tax-focused JD are strongly preferred. Bachelor’s degree in Accounting, Finance, Taxation, or a related field; advanced degree in Tax or Law is a plus.