Tax Director

Overview

• Drive strategic tax initiatives for a leading organization, ensuring compliance and optimization with evolving regulations.
• Provide expert guidance on complex tax matters, including high-net-worth strategies and real estate transactions.
• Collaborate with executive leadership to align tax policies with organizational financial objectives.
• Oversee tax planning and reporting processes, ensuring accuracy and timeliness in filings.
• Stay ahead of regulatory changes to proactively mitigate risks and identify opportunities.
• Support philanthropic initiatives through tax-efficient strategies aligned with organizational values.
• Contribute to organizational growth by optimizing tax strategies for financial efficiency.
• Enhance operational effectiveness by implementing robust tax policies and procedures.

Key Responsibilities & Duties

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

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.