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.