Head of Tax
Confidential
Head of Tax
About the Company
A discreet family office serving high-net-worth individuals, families, foundations, and trusts.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Head of Tax to lead the implementation of trust and estate planning transactions, as well as to oversee tax-sensitive and entity-level reporting. The successful candidate will serve as the primary relationship manager for a range of high-net-worth entities, including individuals, families, foundations, and trusts. This role involves leading and executing complex, cross-disciplinary projects from a tax perspective, participating in negotiations related to the family’s financial instruments, and overseeing the preparation and presentation of materials for foundation trustees. The Head of Tax will also be responsible for providing tax modeling and analysis on unique assets, and for mentoring and providing quality oversight to team members. Applicants for the Head of Tax position at the company should have a Bachelor's degree in accounting, tax, finance, or a related field, and a CPA is required. A minimum of 15 years' of progressive experience in tax, accounting, and client service is necessary, with a strong preference for those with a background in family office, private wealth, or professional services. The role demands advanced proficiency in Microsoft Office, and experience with specific tax planning and general ledger software is a plus. The ideal candidate will have a proven track record in leading, mentoring, and motivating teams, and must be adept at fostering a collaborative and high-performing work environment.
Functions
- Finance
Vacancy posted 3 days ago
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