We are a highly respected, multi-family office based in Phoenix is seeking a Tax Director to join its private client group. This is a rare opportunity to step away from the pressure of traditional public accounting and move into a strategic, relationship-focused leadership role supporting ultra-high-net-worth families.

What Makes Us Different: No billable hours Competitve Compensation ($175k - $250k+) Busy season is just 3 weeks/year (max 60 hours) 40-hour workweeks the rest of the year Guaranteed annual bonus (14%) Generous PTO and full benefits High-touch client engagement with minimal turnover

Key Responsibilities Lead tax planning and compliance for UHNW individuals, families, and entities Collaborate closely with internal wealth advisors and client service teams Provide strategic guidance on estate, trust, partnership, and charitable planning Review complex individual, fiduciary, and entity returns (prepared by outsourced teams) Maintain strong, long-term client relationships with a planning-first mindset

Qualifications 10+ years of tax experience, preferably in public accounting or a private wealth setting Experience working with UHNW individuals, family offices, or complex entity structures Active CPA license required Strong leadership, communication, and client-facing skills Local to Phoenix or open to relocation (hybrid schedule available)

This is a long-term opportunity with a mission-driven firm that values depth over volume, work-life balance over burnout, and career satisfaction over deadlines.

Ready to take the next step? Apply now to learn more about this opportunity or email your resume to keith.shuler@levelociti.com for faster consideration.

(All inquiries remain confidential.)