Tax Director

Job Description

• Help establish the strategic direction for our tax planning and tax compliance functions.  This will include assessing industry best practices. 
• Help oversee the coordination of tax compliance work and review all family office related tax returns. 
• Help manage tax planning projects for the family.  This includes collaborating with internal and external advisors for a full understanding of the family needs, conducting research, preparing an analysis and strategic recommendation, and ultimately overseeing the implementation of that advice to create tax efficiencies. 
• Apply knowledge to understand potential tax issues and will be able to recognize and communicate potential risks and changes in tax law and make top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. 
• Evaluate and select alternative actions to lessen tax burden and cost of compliance. 
• Identify different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. 
• Conduct meetings that address technical and administrative matters, as well as provide a forum for new ideas and initiatives. 
• Manage tax compliance staff and assess needs for the department to function efficiently from both a human capital and technology perspective. 
• Help manage relationships with outside tax advisors and legal counsel. 
• Assess current company best practices to improve efficiency. 
• Other ad-hoc duties as assigned. 

Qualifications 

• At least 15 years of relevant experience culminating in the position today as Family Office Tax Director of a sophisticated family office. This individual’s experience may come from a prior family office role or from being a senior tax director or partner in a public accounting firm managing High Net Worth families. 
• Experience re-engineering and improving processes and infrastructure, and identifying and putting long-term, best-in-class solutions into place. 
• Strong technical knowledge of individual, trust & estate, closely help partnership tax and accounting. 
• Strong technical knowledge of tax software and related systems. 
• Strong educational and professional credentials, which may include: 
• Bachelor’s degree in accounting, taxation, or finance. 
• Master’s Degree in Taxation a plus 
• CPA Certification.