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Tax Director - Family Office

Job in New York, New York County, New York, 10261, USA
Listing for: Atlas Search
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Accountant, Tax Manager, Financial Reporting
  • Accounting
    Accounting & Finance, Tax Accountant, Tax Manager, Financial Reporting
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Location: New York

An established family office is looking for a bright, articulate, and motivated individual to manage certain traditional tax and family office services for its family shareholders. This position will assist with provision of services pertaining to family members’ tax, financial matters, real estate, accounting and other ad hoc projects.

This position will assist the CFO with tax and certain financial and operational tasks including, but not limited to:

  • Point of contact for family members regarding financial and tax matters
  • Review tax projections and tax packages of individuals, trusts, and partnerships
  • Ensure timely and accurate tax returns prepared by a third-party firm
  • Lead, coordinate and manage special projects, including household employment matters and other financial analyses
  • Liaising with internal teams and external advisors, including attorneys, accountants and bankers to ensure seamless service delivery

What YOU Bring:

  • Team Player, Can-do attitude and work ethic
  • Tax and accounting background and family office experience
  • Maturity to operate both independently and as part of a team
  • Strong written and oral communication skills

Location: NYC 4 Days In Office.

Great benefits and an inclusive culture that supports an employee's needs outside of work.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Accounting/Auditing, Finance, and Management
Industries
  • Financial Services, Accounting, and Individual and Family Services
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