Tax Director

Title: Tax Director (Family Office / Private Wealth)
Company: Wealth Management / Family Office Services
Compensation: $180,000 – $210,000 base + bonus
Location: Remote (U.S.)

A growing, nationally recognized wealth management advisory firm is seeking a Tax Director to lead tax compliance and planning for ultra-high-net-worth families and family office clients. This role oversees the full spectrum of client tax and financial deliverables, ensuring accuracy, timeliness, and a high-touch advisory experience.

This individual will function as a senior leader within the family office platform, coordinating across tax, investment, accounting, estate planning, and advisory teams to deliver fully integrated solutions aligned with client goals.

Responsibilities

• Review and sign individual, trust, estate, gift, partnership, and corporate tax returns, including multistate filings, ensuring accuracy and timely submission
• Lead quarterly and year-end tax projections and provide proactive planning guidance to clients
• Serve as the primary tax lead for assigned family office relationships, overseeing all related tax and planning activities
• Coordinate with accounting and investment teams to monitor client liquidity needs and ensure sufficient funding availability
• Review quarterly financial reporting packages for completeness and accuracy of client financial activity
• Partner with internal advisory, investment, and planning teams to prepare materials for quarterly family meetings
• Participate in client meetings (virtual and in-person) as a senior tax advisor
• Mentor and develop junior tax and family office professionals
• Manage complex, multi-entity client relationships with a high degree of autonomy
• Support business development efforts and onboarding of new clients
• Contribute to broader family office services including entity structuring, estate planning coordination, and philanthropic planning
• Support ongoing innovation and process improvements across the platform

Requirements

• Bachelor’s degree in Accounting or related field required; Master’s in Taxation preferred
• 10+ years of public accounting or family office tax experience serving high-net-worth clients
• Strong experience reviewing and managing complex tax returns at a senior manager or leadership level
• Active CPA required (CFP preferred)
• Strong communication, client relationship, and project management skills
• Ability to independently manage complex, multi-entity client relationships and competing priorities