Tax Director - Family Office
Responsibilities:
- Oversee complex multi-entity, multi-state, and trust taxation.
- Provide oversight and quality assurance for all tax deliverables, ensuring accuracy and compliance.
- Establish and refine tax service standards to deliver exceptional client experiences.
- Lead, mentor, and develop a team of CPAs and tax professionals.
- Partner with leadership to drive innovation and continuous improvement in processes.
- Act as a trusted advisor to high net worth clients, shifting from reactive compliance to proactive planning and optimization.
Qualifications:
- 10+ years of tax experience for high net worth individuals and families.
- CPA required
- Experience with multi-state planning, complex entity structures, trusts, and estates.
- Strong knowledge of international tax and alternative investment structures.
- Proven experience leading and developing tax teams.
- Strong leadership and communication skills.
