Tax Director

Tax Director

Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, business operations consulting and philanthropic/strategic planning services to high-net-worth families. This talented and creative organization provides high quality service to meet the very particular needs of its exacting clients. The groups operates in the style of private bankers and trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients.

The Tax Director will work closely with the finance and accounting staff. The breadth of tax-related activities is more akin to a small, regional public accounting firm than the typical single enterprise or complex family office. The team provides comprehensive, multi-generational tax planning, compliance, and management services for income, gift/estate, and sales tax issues for individuals, trusts, investment partnerships, nonprofits, and operating companies.

This intimately sized organization maintains an exceptional personal service focus while delivering outstanding technical expertise through its world-class team of professionals. The work of the department is supported by long-term engagements with world-class law and accounting firms. The Tax Director will be responsible for preparation of the most complex tax returns and investment partnership accounting, oversight and high-level review of internally prepared returns and participate in the management of tax processes.

The universe of tax returns includes business entities, trusts, and individual income and gift tax returns. Specific duties include oversight and high-level review of preparation of all federal and state extensions and preparation of estimated payment calculations for all entities, trusts, and individuals as well as high level review of staff-prepared tax returns for entrepreneurial business entities, grantor and complex trusts, and individuals to prepare for review by the external CPA firm.

The Tax Director participates in year-end planning and will be responsible for helping to close the books and year-end projections. The Tax Director is expected to stay current on tax and accounting knowledge issues, particularly any enacted or proposed updates and changes to tax law as they happen. Additional duties may include execution, and/or supervision of special projects for stakeholders.

Qualifications:

Bachelors degree in accounting, finance or related field required; CPA license required; MT, MST or MSA preferred. Minimum of 15 combined years of current tax and accounting experience with 3 to 5 years of public National Firm experience. Deep knowledge of partnership, individual, exempt organization, trust, estate, and gift taxation. Strong knowledge of entity accounting and trust accounting. Some experience with Crypto Currency and DeFi Assets preferred.

The ability to spot tax issues, alternative reporting opportunities, and potential problem areas for resolution prior to review of returns by the external CPA firm, and to collaborate with the external CPA firm as necessary to resolve issues. Experience with hedge funds and alternative investments is helpful. Willingness to learn about new or unfamiliar industries in support of entrepreneurial business ventures.

Entrepreneurial self-starter capable of working with minimal supervision. Team player comfortable with sharing information and collaborating with and supporting colleagues in completing large and/or complex projects. Accepts ownership and is responsible, dependable and has an exceptional work ethic. Provides clear instruction and monitors progress of projects and assignments to ensure goals are achieved. Exceptional detail orientation needed to maintain 100% accuracy in all tax returns, financial statements and reporting.

Highly trusted by friends, family, and colleagues. Comfortable working with highly confidential information (i.e. trade secrets, personal financial information, banking information). Enjoys work in a fast-paced environment and is able to multi-task and successfully manage the demands of multiple projects and…