Tax Director

Tax DirectorA growing, nationally recognized wealth management advisory firm is seeking a Tax Director to lead tax compliance and planning for ultra-high-net-worth families and family office clients. This role oversees the full spectrum of client tax and financial deliverables, ensuring accuracy, timeliness, and a high-touch advisory experience.This individual will function as a senior leader within the family office platform, coordinating across tax, investment, accounting, estate planning, and advisory teams to deliver fully integrated solutions aligned with client goals.ResponsibilitiesReview and sign individual, trust, estate, gift, partnership, and corporate tax returns, including multistate filings, ensuring accuracy and timely submissionLead quarterly and year-end tax projections and provide proactive planning guidance to clientsServe as the primary tax lead for assigned family office relationships, overseeing all related tax and planning activitiesCoordinate with accounting and investment teams to monitor client liquidity needs and ensure sufficient funding availabilityReview quarterly financial reporting packages for completeness and accuracy of client financial activityPartner with internal advisory, investment, and planning teams to prepare materials for quarterly family meetingsParticipate in client meetings (virtual and in-person) as a senior tax advisorMentor and develop junior tax and family office professionalsManage complex, multi-entity client relationships with a high degree of autonomySupport business development efforts and onboarding of new clientsContribute to broader family office services including entity structuring, estate planning coordination, and philanthropic planningSupport ongoing innovation and process improvements across the platformRequirementsBachelor's degree in Accounting or related field required; Master's in Taxation preferred10 years of public accounting or family office tax experience serving high-net-worth clientsStrong experience reviewing and managing complex tax returns at a senior manager or leadership levelActive CPA required (CFP preferred)Strong communication, client relationship, and project management skillsAbility to independently manage complex, multi-entity client relationships and competing priorities