Family Office Tax Director

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.