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