Tax Director
Tax Manager - Family Office
Location: Remote, USA
Employment Type: Full-Time
About Us
We are a leading family office dedicated to providing comprehensive wealth management services to ultra-high-net-worth families. Our approach combines personalized tax planning, estate strategies, and investment advisory to help clients preserve and grow their wealth across generations. We pride ourselves on fostering a collaborative, client-focused culture that values integrity, innovation, and excellence.
The Opportunity
We are seeking an experienced Tax Manager to join our team. This individual will play a key role in managing tax compliance and planning for complex individual, trust, and entity structures. The ideal candidate will bring deep technical expertise, strong leadership skills, and a passion for delivering exceptional service to UHNW clients.
Responsibilities
- Lead preparation and review of individual, fiduciary, partnership, and foundation tax returns (Forms 1040, 1041, 1065, 709, 1120, 990-PF).
- Develop and implement innovative tax strategies to minimize liabilities and optimize financial outcomes for clients.
- Advise on estate planning, wealth transfer, and investment structuring in collaboration with internal teams and external advisors.
- Oversee and mentor junior tax professionals, fostering growth and excellence within the team.
- Manage relationships with clients, external tax advisors, and regulatory authorities to ensure compliance and proactive planning.
- Stay current on tax law changes and industry trends to identify opportunities and mitigate risks.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; Master of Taxation or JD preferred.
- CPA certification required.
- 5-7+ years of progressive tax experience, including UHNW individual and family office clients.
- Expertise in trusts, estates, gift tax, and complex investment structures.
- Proficiency in tax software (UltraTax preferred) and Microsoft Office Suite.
- Strong leadership, analytical, and communication skills.
Why Join Us?
- Opportunity to work with sophisticated clients and complex tax strategies.
- Collaborative, inclusive culture that values professional growth.
- Competitive compensation and benefits package.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.