Tax Director, Family Office Services

About the Role

Lead a growing Family Office practice where you’ll advise high‑net‑worth clients, drive technology innovation, mentor top talent, and enjoy hybrid flexibility, strong career growth, and meaningful client impact.

Responsibilities

• Lead delivery of comprehensive accounting, financial management, and advisory services for family office clients.
• Oversee financial reporting, budgeting, cash‑flow forecasting, and accounting operations for complex entity structures.
• Manage engagements involving partnerships, trusts, investment entities, and multi‑entity family office structures.
• Serve as primary advisor and relationship manager for high‑net‑worth clients and family offices.
• Coordinate with tax, advisory, legal, and investment professionals to deliver integrated client solutions.
• Oversee onboarding and implementation of new client engagements.
• Lead deployment and optimization of accounting platforms including Sage Intacct, QuickBooks Online, and NetSuite.
• Evaluate and implement emerging technologies, AI tools, automation workflows, and fintech solutions.
• Provide strategic financial guidance and operational support to clients and their advisors.
• Mentor, develop, and lead managers, seniors, and staff within the practice.
• Review engagement deliverables and ensure quality‑control standards are maintained.
• Manage staffing, workflow planning, project execution, and team utilization.
• Drive business development, networking, proposal support, and market expansion initiatives.
• Identify opportunities to expand services within existing client relationships.
• Oversee accounting for alternative investments including private equity, hedge funds, and real estate holdings.
• Manage complex consolidations, reconciliations, and multi‑entity reporting structures.
• Champion AI‑enabled service delivery, automation, and digital transformation initiatives.
• Stay current on accounting standards, regulatory changes, fintech innovations, and family office industry trends.

Benefits

• Competitive salary of $185,000 – $225,000 annually
• Discretionary performance bonus opportunity
• Hybrid work environment
• Medical, dental, and vision insurance
• Basic life, AD&D, and voluntary life insurance
• 401(k) plan and profit‑sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Employee assistance and wellness programs
• Inclusive parental leave benefits
• Generous paid time off (PTO) and paid company holidays
• Professional development and training opportunities
• Recognition and rewards programs
• Community involvement and volunteer programs
• Strong leadership and career advancement opportunities

Pay

Salary: $185,000 – $225,000 per year