Tax Director, Family Office Services

About the role

A premier professional services organization delivering accounting, advisory, and financial management solutions to high-net-worth individuals, family offices, trusts, partnerships, and investment entities. This organization combines deep financial expertise with innovative technology to provide best-in-class client service, strategic guidance, and operational excellence.

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

• Discretionary performance bonus opportunity
• Hybrid work environment
• Opportunity to lead and grow a high-impact Family Office practice
• Work with sophisticated high-net-worth clients and complex financial structures
• Exposure to cutting-edge accounting, fintech, automation, and AI-driven technologies
• 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)
• 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