Tax Director and Finance Lead

About the role

We are seeking an experienced Tax Director to lead global tax compliance, planning, and advisory matters for individuals, trusts, investment entities, and privately held businesses.

This role requires deep technical expertise, strong project management skills, and the ability to provide proactive, high-touch tax guidance across complex structures, cross border, and multigenerational planning considerations.

This individual will serve as a key partner to Finance and executive leadership, advising on the tax implications of investments, transactions, and broader financial activities from an individual and business perspective.

The ideal candidate brings deep technical expertise across U.S. and international tax, strong operational leadership, and the ability to navigate evolving regulatory landscapes while building scalable, best-in-class tax processes.

Requirements

• 12+ years of progressive tax experience in a Big Four, law firm, private client, or similarly complex environment
• CPA, JD, or Master’s in Taxation (or equivalent advanced degree)
• Proven experience advising on individual and entity-level tax planning, including work with private clients or private banking relationships
• Experience with partnerships, trusts, and investment structures
• Experience with cross-border tax planning for both individuals and entities
• Ability to operate both strategically and hands-on across a broad range of tax matters
• Strong communication skills, with the ability to clearly explain complex tax concepts to non-tax stakeholders
• Demonstrated ability to work directly with senior stakeholders and operate with a high degree of ownership and judgment
• Strong knowledge of estate, gift, and fiduciary income tax matters
• Demonstrated ability to work independently while managing multiple priorities and deadlines
• Strong technical individual tax knowledge of U.S. federal, state, and international tax

Preferred Qualifications

• Experience supporting private clients, private banking relationships, or investment platforms
• Experience with European or other international tax frameworks
• Exposure to alternative investments and complex ownership structures
• Experience in dynamic, high-growth, or entrepreneurial environments