Tax Director

Overview

• Lead strategic tax initiatives, ensuring compliance and optimization aligned with organizational goals and regulatory standards.
• Provide expertise in high-net-worth tax strategies and complex financial structures for optimal outcomes.
• Collaborate with executive leadership to develop and implement effective tax policies and procedures.
• Oversee tax implications of real estate transactions and investments to ensure financial efficiency.
• Ensure accurate and timely tax filings by managing relationships with external accounting firms.
• Stay informed on evolving tax regulations to proactively mitigate risks and leverage opportunities.
• Support philanthropic initiatives through tax-efficient strategies that align with organizational values.
• Contribute to organizational growth by aligning tax strategies with broader financial objectives.

Key Responsibilities & Duties

• Lead tax compliance efforts, including preparation, review, and filing of tax returns.
• Analyze tax laws to ensure adherence and identify opportunities for optimization.
• Coordinate with external accounting firms to streamline processes and resolve issues effectively.
• Provide strategic tax planning for high-net-worth individuals and real estate investments.
• Develop relationships with stakeholders to facilitate effective communication and collaboration.
• Monitor legislative changes and advise on potential impacts to the organization.
• Prepare detailed reports and presentations for leadership on tax-related matters.
• Enhance operational efficiency by implementing robust tax policies and procedures.

Job Requirements

• Bachelor of Science (BS) in Accounting, Finance, or a related field.
• Minimum of 8 years of experience in tax management; 10 years preferred.
• Extensive knowledge of high-net-worth tax strategies and compliance.
• Experience with real estate tax matters and investment strategies.
• Proven ability to manage relationships with external accounting firms effectively.
• Strong analytical skills to interpret complex financial data accurately.
• Excellent communication and presentation skills for engaging with leadership.
• Familiarity with family office operations and philanthropic tax strategies is advantageous.