Director of Tax

Key Responsibilities

• Lead the development and execution of the family’s comprehensive tax strategy, focused on wealth preservation, tax efficiency, and long-term planning
• Provide proactive tax planning across the family’s investment portfolio, operating businesses, trusts, and estate structures
• Identify tax-efficient strategies related to private equity and venture investments, partnership allocations, real estate holdings, carried interest structures, liquidity events and asset sales
• Advises on the tax implications of new investment opportunities, entity structures, and major transactions
• Oversee the preparation and filing of all federal, state, and local tax returns for individuals, trusts, partnerships, and related entities
• Manage and coordinate external tax advisors, accounting firms, and specialists to ensure accuracy, timeliness, and consistency across filings
• Review tax returns, K-1s, and related documentation for accuracy and strategic alignment
• Monitor evolving tax regulations and assess implications for the family’s structures and investments
• Partner with the investment team to structure investments and entities in a tax-efficient manner
• Serve as the primary liaison with external tax advisors, estate attorneys, and wealth planning professionals
• Coverage tax strategies across legal, estate planning, and investment initiatives
• Oversee tax calendars, estimated payments, and compliance deadlines across all entities
• Evaluate tax technology and reporting tools to enhance efficiency and visibility

Qualifications

• 10–15+ years of tax experience within UHNW single family offices, multi-family offices, or Big 4 or top-tier accounting firms within the Private Client Services / Family Office / Partnership Tax division
• Deep experience with partnership taxation, trust and estate taxation, private investment structures, and tax-efficient wealth transfer strategies for high-net-worth individuals
• Experience overseeing complex tax structures involving multiple entities and investments
• High integrity and ability to operate in a confidential, high-trust environment
• Strategic thinker with strong technical tax expertise
• Ability to translate complex tax matters into clear guidance for non-tax professionals
• Collaborative mindset and ability to work across legal, investment, and accounting advisors
• Highly organized with strong attention to detail
• CPA required