Tax Director (HNW)
USA: Los Angeles, CA (Hybrid)
At MGO, human care comes first. When our people thrive, they deliver exceptional outcomes for clients shaping culture across industries including technology, sports and entertainment, government, and emerging markets. With more than 500 professionals across the U.S. and India, MGO is a nationally recognized CPA and advisory firm and a proud Best Place to Work.
The Opportunity:
MGO is seeking an experienced Tax Director, High Net Worth Tax to join our growing Los Angeles practice. This is an exceptional opportunity for a seasoned public accounting professional with extensive experience advising high-net-worth and ultra-high-net-worth individuals, families, family offices, entrepreneurs, and closely held business owners.
The ideal candidate brings deep technical expertise in complex individual taxation, estate and gift planning, trusts, pass-through entities, and wealth preservation strategies, along with strong leadership and business development capabilities.
This role offers a clear and defined path to Partner for a proven leader who demonstrates excellence in client service, team development, practice growth, and market leadership. Directors at MGO operate at a Partner-equivalent level and play a critical role in shaping the future of the firm's growth and success.
Key Responsibilities:
- Lead and review complex tax engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, family offices, and closely held businesses.
- Provide strategic tax planning and consulting related to wealth preservation, estate and gift taxation, succession planning, and income tax optimization.
- Serve as a trusted advisor and primary relationship manager for clients and their external advisors.
- Oversee multiple engagements simultaneously, ensuring quality, timeliness, profitability, and exceptional client service.
- Research and resolve sophisticated federal, state, and local tax matters.
- Mentor, develop, and inspire managers, seniors, and staff across technical and leadership competencies.
- Drive business development initiatives, cultivate referral sources, identify new opportunities, and expand existing client relationships.
- Contribute to firm leadership through collaboration, innovation, and strategic planning.
Qualifications:
- Bachelor's degree in Accounting, Finance, Taxation, or a related field required; Master's degree in Taxation (MST) preferred.
- CPA license required.
- 10+ years of public accounting experience, including significant experience serving high-net-worth individuals and families.
- Strong expertise in individual, trust, estate, gift, partnership, and pass-through entity taxation.
- Proven success in client relationship management, business development, and practice growth.
- Demonstrated ability to lead teams and manage complex client engagements.
- Strong technical, analytical, communication, and interpersonal skills.
- Ability to travel as needed, including occasional overnight travel.
Compensation: $180,000 - $250,000 base salary, plus eligibility for a performance-based bonus of up to 15% of base salary, as well as additional variable compensation opportunities. For entrepreneurial leaders focused on client service, business development, and practice growth, this role presents substantial earning potential and a clear path to increased leadership and financial rewards.
#LI-Hybrid
Skills Required
- Bachelor's degree in Accounting, Finance, Taxation, or a related field
- Master's degree in Taxation
- CPA license
- 10+ years of public accounting experience
- Significant experience serving high-net-worth individuals and families
- Expertise in individual, trust, estate, gift, partnership, and pass-through entity taxation
- Success in client relationship management, business development, and practice growth
- Ability to lead teams and manage complex client engagements
- Strong technical, analytical, communication, and interpersonal skills
- Ability to travel as needed, including occasional overnight travel
What We Do
MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, India, and Asia, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.
