Tax Director - Wealth Management

Tax Director – Wealth Management / Family Office / UHNW

Location: Chatham, NJ (On-site)

Industry: Financial Services / Family Office

Compensation: Base salary up to $175K DOE + bonus (15% target)+ full benefits (100% employer-paid)

Please note: Professionals with HNW tax experience in public accounting who are seeking to transition into private industry are strongly encouraged to apply.

Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family. The office manages a complex and diversified portfolio that includes traditional investments, real estate, private partnerships, and charitable entities. The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise.

Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead the firm’s accounting and tax operations. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm’s charitable foundation. The Tax Director will also oversee internal financial reporting, manage relationships with external accounting and legal professionals, and supervise internal accounting staff.

This is a hands‑on, detail‑oriented position requiring strong tax and financial acumen along with excellent interpersonal skills.

• Bachelor’s degree in Accounting
• CPA required
• 10+ years of relevant accounting experience, with a strong focus on high-net-worth tax
• Experience with high-net-worth clients, trusts, estates, partnerships, and charitable entities
• Supervisory experience with the ability to lead and mentor accounting/tax staff
• Strong communication and presentation skills
• Proficiency with Microsoft Office Suite and relevant accounting/tax platforms
• Trust and estate experience highly preferred
• Enthusiastic, hands‑on professional committed to financial stewardship

• 100% employer-paid medical plan
• SIMPLE IRA retirement plan with match
• Group Term Life Insurance
• Generous Paid Time Off
• Warm, family-oriented corporate culture with long-tenured employees

Ready to apply? Submit your resume and cover letter through our application portal.