Tax Director

New York, NY

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. 



  • 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. 

Family Office
Long Island



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