Tax Director

About the role

This position leads tax strategy for a boutique investment firm. You will transition from traditional accounting to an entrepreneurial leadership role, developing a comprehensive family office model for private clients.

Job Duties

• Oversight of tax compliance filing
• Consultation on wealth strategies
• Collaboration with financial planners
• Development of internal tax procedures
• Led direct client consultations
• Management of technical tax research

Job Requirements

• Significant mid-level tax expertise
• Extensive private client background
• Ability to adapt to startup environments
• Professional CPA credentials preferred

Preferences

• Experience at regional firms

Company Benefits

• Competitive base salary offered
• Exceptional career growth potential
• Flexible hybrid working model
• Leadership over department creation