Tax Director 11396

Tax Director 11396

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Tax Director

Description: The Tax Director will be responsible for the leadership, oversight, tax planning and compliance relating to the Family Office, family members and family entities.  The Tax Director is a very hands-on role   Responsibilities will include overseeing and supervising all tax matters with an emphasis on, tax accounting and reporting for charitable entities, trusts, closely held family partnerships and other entities.  Tax responsibilities will include reviewing existing tax positions to identify any potential tax issues, as well as developing, researching and recommending customized tax strategies designed to achieve overall tax savings for the family.  The Tax Director will act as a liaison with outside tax counsel and accounting firms and will consult with such firms to provide innovative and efficient tax solutions for the family.

  • Provide strategic advice and direction in connection with tax strategies, structuring and administration of family trusts (including GRATs), investment entities and charitable entities, art and other collectibles, airplanes and yachts to facilitate and maximize efficient wealth transfer planning and operational efficiency and to reduce income and estate taxes
  • Monitor short and long-term financial, tax and wealth transfer planning strategies that have been implemented for family members, trusts and charitable entities or investment entities and provide support for the implementation and administration of such strategies, including sending and retaining required “Crummey” notices, coordination of annual exclusion gifts, GRATS ( including distribution requirements) proper administration of family partnerships and LLC distributions, etc.
  • Monitor existing internal controls relating to tax reporting and work with outside accounting firms to conduct periodic risk assessments. Set up new policies and procedures as appropriate
  • Primary responsibility for the accuracy and timely filing of all required tax returns or other documentation (including assisting in the determination of tax estimates or projections) prepared by outside accounting firms relating to income, gift, estate, generation-skipping transfer tax, sales and use tax for the Family office, all family members and family entities. Responsible for proving tax preparation materials to outside accounting firms that are preparing such returns or documents
  • Develop, propose and review tax planning strategies with the Chief Operating Officer, the Chief Legal Officer and outside tax counsel and accounting professionals
  • Maintain practice proficiency by staying current on all tax developments (domestic and international) and proposed tax law changes and keeping current on all professional licenses and organizational memberships
  • Maintain a high performance, collaborative team environment that produces high quality performance


  • At least 12 years of experience in a combination of public accounting and relevant industry with an emphasis on tax planning and review
  • Relevant undergraduate degree and CPA required (advanced degree preferred)
  • Prior experience working with a single-family office, with an entrepreneurial family business owner or a CPA firm with Family Office tax expertise in personal income and estate tax planning, investment partnerships, closely held corporations and trusts;
  • Demonstrated experience working with complex organizations and entities
  • Exceptionally strong experience in personal, partnership and grantor trust tax return preparation, review and tax planning;
  • Knowledgeable about investments, particularly hedge funds and private equity
  • Strong financial, management, accounting and financial reporting skills
  • Solid knowledge of tax and investment partnership accounting, as well as trust and charitable entity tax and accounting. Working knowledge of all other relevant areas of wealth management, such as trust and estate planning and administration, charitable entity administration and investing, etc
  • Highly organized, detail oriented and efficient with the ability to effectively prioritize a vast array of task
  • Proactive, motivated, results oriented individual with a hands-on mentality
  • Pragmatic, solution-oriented ability to anticipate issues and provide practical solutions
  • Capable of handling pressure and changing priorities

Compensation: $300K – $400K

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