Tax Director

Westport, Connecticut • $300,000-$350,000

About the Company:

Our client is a growing family office focusing on investments in real estate and philanthropic endeavors hiring a Tax Director.

 

Responsibilities:

  • Own and manage overall tax compliance function, including all external and internal resources
  • Resolve complex technical tax issues, consult with experts, and prepare memorandums
  • Review tax returns and the related workpapers for individuals, partnerships, foundation, and trusts prepared by our third-party service providers
  • Liaise with the lawyers, trustees, accountants, real estate brokers, and other external advisors affecting family-directed strategies and initiatives
  • Lead or participate in other cross-functional projects providing leadership toward additional value-added activities and supporting operational and departmental excellence
  • Maintain knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate

 

Requirements:

  • Bachelor’s degree or Master’s degree in Accounting
  • CPA and/or JD preferred
  • 10+ years of recent experience with tax compliance, related research, and planning for high net worth individuals, flow-through entities, and trusts within a public accounting firm, family office, or wealth management tax department
  • 3+ years of managerial experience

 

 

 

 

#LI-BM1

  • Drop files here or
    Max. file size: 32 MB.
    • This field is for validation purposes and should be left unchanged.