VP of Tax Hybrid) Ultra High Net Worth Family Office, Midtown

Head of Tax - (Hybrid) Ultra High Net Worth Family Office, Midtown - $300k- $425k The Firm:

This role sits within a team that is dedicated to managing the financial affairs and broader interests of one ultra-high-net-worth family. The family office provides centralized oversight across tax planning and compliance, financial reporting, investment activity, philanthropic initiatives, and a complex network of entities and holdings. The team operates in a highly confidential, service-oriented environment and is continuing to strengthen its senior leadership capabilities to support the family’s evolving needs while maintaining a collaborative, team-oriented culture.

We are seeking a Head of Tax dedicated to support one Ultra High Net Worth Family (Multi-Billion Net Worth). This role combines technical tax strategy, transaction execution, and client relationship management for the family's foundations, and multi-entity structures. Reporting to the Chief Financial Officer, this tax professional will serve as a key member of the leadership team, overseeing complex financial reporting and tax functions across a diversified portfolio of operating entities, real estate holdings, and alternative investments.

This position will function as the most senior person within tax serving this UHNW Family.

• Oversee the implementation of wealth transfer and estate planning transactions, including grantor trusts, asset exchanges, and structural reorganizations across multiple entities.
• Act as a primary advisor and relationship manager for private clients, families, and related entities, serving as a key point of contact for complex financial matters.
• Direct the execution of cross-disciplinary transactions, such as real estate acquisitions, corporate financings, and investment structures from inception through closing.
• Review quarterly tax projections, periodic filings, and annual reporting packages in coordination with internal staff and external advisors.
• Manage equity incentive and partnership allocation calculations, and assist with the oversight of corporate credit facilities and asset-backed financing.
• Partner with legal and tax advisors on philanthropic initiatives, foundation governance, and compliance with charitable distribution requirements.
• Analyze complex financial statements and provide specialized modeling for alternative asset classes and unique holdings.
• Mentor professional staff, guide technical review processes, and support team development across the tax and accounting functions.

• CPA certification required;
  Bachelor's degree in Accounting, Tax, Finance, or a related discipline.
• 15+ years of progressive experience in tax, accounting, and client service, with substantial exposure to ultra-high-net-worth individuals, trusts, partnerships, and complex corporate structures.
• Professional background within a family office, private wealth advisory firm, private bank, or national accounting firm.
• Demonstrated history of managing transactional work streams and tax-sensitive investment activity.
• Working knowledge of trust and estate planning mechanics, multi-entity accounting, and partnership taxation.
• Executive presence, discretion, and communication skills suitable for interacting with senior principals and external advisors.
• Proficiency in standard corporate software applications, with experience in specialized tax planning and portfolio reporting systems preferred.

$300k- $425k, excellent benefits and perks including, 401k with company match and profit sharing plan

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.