Director of Tax

Clearstead is seeking an experienced Tax Manager to lead and support comprehensive tax planning, compliance, research, and advisory services for high-net-worth individuals, families, trusts, estates, partnerships, corporations, and clients of a Registered Investment Adviser platform. Based in Portland, Maine, this role will serve as a senior tax resource for the Portland office while also providing tax leadership, technical support, and client service coordination for the Philadelphia office.

POSITION RESPONSIBILITIES

• Lead the preparation, review, and delivery of complex tax work across individual, partnership, corporate, trust, estate, gift, and related tax matters.

• Manage and review individual, partnership, corporate, trust, estate, gift, and related tax returns for high-net-worth individuals, families, executives, business owners, and complex client relationships.

• Oversee comprehensive tax planning and compliance work within an RIA environment, including coordination with wealth advisors, financial planners, investment teams, trust administrators, estate planning professionals, and outside counsel as appropriate.

• Research and analyze complex federal, state, local, fiduciary, gift, estate, and multi-jurisdictional tax matters and translate technical findings into practical recommendations for clients and internal teams.

• Serve as a point of contact for tax authorities, client inquiries, notices, audits, estimates, extensions, and other tax-related matters.

• Provide leadership, coaching, and review support to tax associates and other team members to ensure accuracy, consistency, professional development, and timely completion of work.

• Support the Philadelphia office by assisting with tax workflow management, client service needs, technical research, and collaboration across offices to deliver a consistent Clearstead client experience.

• Identify planning opportunities, tax risks, process improvements, and cross-functional issues that should be elevated to senior tax leadership and client advisory teams.

• Contribute to special projects, process improvements, integration initiatives, and firmwide efforts to align tax services across Clearstead’s regional offices.