Tax Director - Family Office
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Looking to focus on delivering exceptional client service without the pressure of business development?
We're partnering with a well-established Multi-Family Office in New York City that advises high-net-worth individuals and families on complex tax, financial, and wealth planning matters. This is an outstanding opportunity for an experienced tax professional who enjoys working closely with sophisticated clients while being part of a collaborative, relationship-driven team.
This role is ideal for someone who wants to continue growing their career in a high-caliber environment. You'll work alongside experienced professionals, advise successful families on complex tax matters, and have significant opportunities for advancement as the organization continues to grow.
What You'll Do
- Manage tax planning and compliance for high-net-worth individuals, families, trusts, and related entities
- Partner with clients and their advisors to provide proactive tax strategies
- Review complex tax returns and oversee engagement quality
- Mentor and develop junior team members
- Collaborate with internal professionals across investment, estate planning, and wealth management
What We're Looking For
- CPA required
- 8+ years of public accounting, family office, or private client tax experience
- Strong technical knowledge of high-net-worth individual taxation
- Experience with trusts, estates, partnerships, and closely held entities is preferred
- Excellent communication and relationship management skills
Why This Opportunity?
- Work with sophisticated high-net-worth individuals and families
- No business development or book of business required
- Collaborative environment with access to experienced professionals
- Significant opportunity for career growth and progression into senior leadership
- Competitive compensation, strong benefits, and an excellent work-life balance that comes with a smaller practice
Vacancy posted 3 hours ago
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