Tax Director

VP, Accounting and Finance Direct Hire at first

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A growing, partner-led wealth advisory organization with a strong national footprint is seeking a Tax Director to lead tax and family office services for high-net-worth and ultra-high-net-worth clients. This role will serve as a senior advisor to families, overseeing complex tax, financial, personal, and business matters while ensuring timely, accurate, and proactive delivery of services.

This is a highly visible leadership role with direct client interaction, cross-functional collaboration, and the opportunity to help shape and evolve a sophisticated family office service model.

Key Responsibilities

• Review and sign complex individual, gift, trust, partnership, and corporate multi-state tax returns, ensuring accuracy, completeness, and timely filing

• Lead quarterly and year-end tax projections and communicate planning strategies directly to clients

• Serve as the primary tax and family office leader for assigned client relationships

• Manage and respond to internal and external communications in a timely and professional manner

• Coordinate with accounting and investment teams to monitor liquidity and unique cash needs

• Perform analytical reviews of quarterly financial reports to ensure accuracy and completeness

• Collaborate cross-functionally to prepare and present deliverables at quarterly family meetings

• Participate in family meetings (virtual and/or in person)

• Train, mentor, and develop members of the family office and tax teams

• Deliver a comprehensive family office service model spanning tax, accounting, advisory, risk management, and wealth planning

• Independently manage large, complex client relationships, including engagement economics

• Act as a subject matter expert in tax strategy and leadership

• Support innovation initiatives and process improvement efforts

• Participate in business development and cultivation of new client relationships

• Assist with additional family office needs such as estate planning coordination, philanthropy, and entity structuring as needed

Qualifications

• Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)

• CPA required; CFP or other advanced credential a plus

• 10+ years of experience in public accounting or family office services, with deep exposure to high-net-worth clients

• Prior experience reviewing and signing complex tax returns at a senior manager, director, or equivalent level

• Strong communication, leadership, and project management skills

• Ability to prioritize effectively in a client-facing, deadline-driven environment

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing, Customer Service, and Finance

• Financial Services, Accounting, and Business Consulting and Services

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