Tax Director

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

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