Family Office Tax Director

Job Detail Experience Level Director Degree Type Bachelor of Science (BS)
Employment Full Time Working Type On Site Job Reference Salary Type Annually Industry Hedge Fund;

Private Equity Selling Points Lead impactful tax strategies for high-net-worth individuals and entities. Collaborate with top advisors to optimize wealth planning initiatives. Enhance processes using advanced technology tools for efficiency.

Job Description Overview Support  the tax affairs of high-net-worth individuals, trusts, estates, and personal investment entities within a dynamic tax department.

Collaborate with external accounting firms, estate-planning counsel, trustees, and advisors to ensure accurate and compliant tax management.

Oversee tax compliance, planning strategies, and reporting for complex financial structures and multi-jurisdictional entities.

Develop and implement efficient processes for tax reporting, document management, and internal controls.

Monitor tax law developments and evaluate planning opportunities to optimize tax strategies.

Coordinate annual tax projections, estimated payments, and cash planning for high-net-worth individuals.

Participate in strategic tax initiatives, succession planning, and special projects related to family office operations.

Provide expert guidance on entity structuring, investment tax considerations, and private transaction planning.

Enhance workflows using advanced technology tools, including AI, to improve efficiency and quality.

Key Responsibilities & Duties Coordinate and manage tax compliance for individuals, trusts, estates, partnerships, and related entities.

Assist in estate, gift, and trust planning strategy implementation and administration.

Review tax returns prepared by external accounting firms for accuracy and completeness.

Liaise with external advisors, attorneys, and trustees on wealth planning matters.

Monitor tax law changes and evaluate their impact on planning opportunities.

Coordinate tax projections, estimated payments, and cash planning activities.

Support trust distributions, gift tax reporting, and wealth transfer initiatives.

Maintain tax calendars, filing deadlines, and documentation across jurisdictions.

Develop and improve internal processes for tax reporting and document management.

Job Requirements Bachelor's degree in Accounting or Taxation;
Master's in Taxation preferred.

CPA license strongly preferred.
7–10 years of experience in Private Client Services, High Net Worth Tax, or Family Office.

Expertise in individual, estate, gift, GST, trust, and fiduciary tax.

Familiarity with hedge fund/asset management flow-through pickup preferred.

Advanced technology skills, including Excel and AI tools for tax workflows.

Strong analytical, organizational, and project management abilities.

Exceptional interpersonal and communication skills with discretion and professionalism.

Ability to manage multiple priorities with attention to detail.