Tax Director

The Position 

The Tax Director will be responsible for the structuring of investments by the various facets of the Family Office enterprise, as well as the leadership and oversight of tax planning, compliance and reporting relating to the Family Office, family members and family entities. The Tax Director is a very hands-on role. Responsibilities include overseeing and supervising all tax matters related to the individuals, trusts, and investment entities associated with the Family Office, including related mergers and acquisitions planning, due diligence and negotiations.   

The Tax Director will work closely with the financial staff of the Family Office enterprise, as well as their external accounting and tax advisory firms and legal counsel, to provide effective and efficient tax solutions for the family, including by reviewing and initiating estate and income tax planning, projections, estimates and returns and planning for future investments, structuring and activities in a way that minimizes the short- and long-term tax burden on the Family Office and its associated businesses.   

Specific Responsibilities 

A summary of key responsibilities of the position: 

• Provide strategic advice and direction for the structuring and administration of family trusts, investment entities and charitable entities to maximize efficient wealth transfer planning and operational efficiency, and to minimize income, estate, transfer and other taxes:    
• Advise on the tax efficiency and compliance costs of proposed investment strategies and opportunities; 
• Monitor existing internal controls and systems and work with outside accounting, tax advisory, and law firms to conduct periodic risk assessments and set up new policies and procedures as appropriate; 
• Develop, propose and review tax planning strategies with outside tax counsel and accounting and tax advisory professionals; 
• Assure accurate and timely filing of all required tax returns or other documentation (including tax estimates and projections) for income, gift, transfer and other taxes for all Family Office-affiliated individuals and entities; and 
• Maintain proficiency through continuing education, networking and conferences. 

Candidate Specifications 

The ideal candidate will have a strong technical tax and accounting/reporting background in the areas of individual, entity (S-corps, partnerships, LLCs), trust and charitable accounting and reporting. 

This position offers a hybrid environment. 

The ideal background will include: 

• At least 12 years of experience in a combination of public accounting and relevant industry with an emphasis on tax planning and review; 
• Relevant undergraduate degree and CPA required (advanced degree preferred); 
• Prior experience working with a single-family office or a CPA firm with family office tax expertise; 
• Knowledge about investments, including real estate, private equity and early-stage companies;   
• Exceptional interpersonal skills; able to work collaboratively with others, with an inclusive, collaborative model; and 
• Strong Excel modeling skills and tax software proficiency. 

The ideal candidate will be: 

• Highly organized, meticulous and efficient with the ability to effectively prioritize a vast array of tasks;  
• A pragmatic, solution-oriented professional who can anticipate issues and provide practical solutions; 
• Capable of managing pressure and changing priorities; 
• A multitasker, comfortable working in a small team of senior professionals with a wide range of responsibilities; 
• An experienced manager, with an ability to complete projects on time; 
• An excellent communicator with exceptional verbal and written skills; and   
• Able to explain complex tax concepts to business professionals without a tax background.