Tax Director and Finance Lead

Role Description

We are seeking an experienced Tax Director to lead global tax compliance, planning, and advisory matters for individuals, trusts, investment entities, and privately held businesses. This role requires deep technical expertise, strong project management skills, and the ability to provide proactive, high-touch tax guidance across complex structures, cross border, and multigenerational planning considerations.

This individual will serve as a key partner to Finance and executive leadership, advising on the tax implications of investments, transactions, and broader financial activities from an individual and business perspective.

The ideal candidate brings deep technical expertise across U.S. and international tax, strong operational leadership, and the ability to navigate evolving regulatory landscapes while building scalable, best-in-class tax processes.

Your Impact

• Tax Strategy & Planning
  • Lead tax planning and strategy across U.S. federal, state, and international jurisdictions, covering both individual and entity-level matters.
  • Provide hands-on oversight of individual tax matters, including income, capital gains, and cross-border considerations.
  • Advise on residency and domicile planning, including multi-jurisdictional considerations (U.S. and international jurisdictions).
  • Support tax-efficient structuring of investments, liquidity events, and distributions across a range of asset classes.
  • Provide tax input on private equity, venture, real estate, and alternative investments at both the investor and entity level.
  • Structure and oversee partnerships, trusts, holding companies, and special purpose vehicles to support broader tax objectives.
  • Evaluate tax positions to ensure technical defensibility and alignment with long-term strategy.
  • Monitor legislative and regulatory developments and proactively adapt planning strategies.
  • Lead preparation, review, and oversight of complex federal, state & local, and foreign tax compliance matters for individuals, trusts, partnerships, LLCs, and related entities.
• International Tax
  • Advise on cross-border tax planning for both individuals and entities, including coordination across multiple jurisdictions.
  • Support structuring and planning for the U.S. and involving tax-efficient jurisdictions and relevant international locations.
  • Provide guidance on international reporting, foreign tax credits, and multi-jurisdictional compliance considerations.
  • Coordinate with local advisors to ensure alignment across global tax positions.
• Controls & Compliance
  • Oversee tax compliance across individual, partnership, and corporate structures, including income tax and information reporting.
  • Ensure high-quality, audit-ready documentation and strong internal controls across all activities.
  • Partner with Accounting on tax reporting and provision considerations where applicable.
  • Maintain compliance with applicable regulatory and governance frameworks.
• Vendor & Advisor Management
  • Serve as the primary point of contact for external tax advisors, private banking partners, auditors, and legal counsel.
  • Provide direction and oversight to ensure alignment with internal strategy and timely execution.
  • Evaluate external recommendations and drive decision-making across competing viewpoints.
  • Coordinate across multiple stakeholders to ensure seamless execution.
  • Actively manage and negotiate fees with external service providers to ensure competitive pricing, efficiency and high-quality services.
• Operational Leadership
  • Build and lead a high-performing tax function, including processes, systems, and external partnerships.
  • Drive cross-functional collaboration with Finance, Legal, Treasury, and other stakeholders.
  • Lead complex, multi-threaded initiatives from planning through execution.
  • Serve as a trusted advisor to senior leadership on both individual and entity-level tax matters.
  • Support a wide range of ad hoc tax and financial matters in a fast-paced environment.

Qualifications

• 12+ years of progressive tax experience in a Big Four, law firm, private client, or similarly complex environment.
• CPA, JD, or Master’s in Taxation (or equivalent advanced degree).
• Proven experience advising on individual and entity-level tax planning, including work with private clients or private banking relationships.
• Experience with partnerships, trusts, and investment structures.
• Experience with cross-border tax planning for both individuals and entities.
• Ability to operate both strategically and hands-on across a broad range of tax matters.
• Strong communication skills, with the ability to clearly explain complex tax concepts to non-tax stakeholders.
• Demonstrated ability to work directly with senior stakeholders and operate with a high degree of ownership and judgment.
• Strong knowledge of estate, gift, and fiduciary income tax matters.
• Ability to operate independently while managing multiple priorities and deadlines.
• Demonstrated ability to manage sensitive financial information with discretion and professionalism.
• Strong technical individual tax knowledge of U.S. federal, state, and international tax.

Preferred Qualifications

• Experience supporting private clients, private banking relationships, or investment platforms.
• Experience with European or other international tax frameworks.
• Exposure to alternative investments and complex ownership structures.
• Experience in dynamic, high-growth, or entrepreneurial environments.