Tax Director

Director, Tax & Wealth Strategy | Family Office & Wealth Planning

Hybrid schedule (3-4 days in office)

Base salary up to $250-$300k + competitive annual bonus opportunity

A premier boutique wealth management and family office platform is seeking a Director, Tax & Wealth Strategy to join its specialized Wealth Strategies team. This is a unique opportunity for an experienced tax professional to focus on sophisticated planning matters for ultra-high-net-worth individuals and families while partnering closely with advisors, attorneys, accountants, and other trusted professionals.

This role is primarily centered on tax planning and strategy, with additional exposure to trust and estate planning, insurance, lending, liquidity management, business-owner planning, charitable giving, and broader family office advisory services.

Responsibilities

• Serve as the firm's senior tax planning resource for complex client matters.
• Advise ultra-high-net-worth individuals, families, trusts, and closely held business owners on sophisticated tax planning strategies.
• Review tax returns, estate planning documents, and wealth transfer structures to identify opportunities, risks, and planning considerations.
• Partner with client advisors to develop customized planning solutions and recommendations.
• Participate directly in client and prospective client meetings as a subject matter expert.
• Coordinate with external attorneys, accountants, and other advisors to ensure successful implementation of planning strategies.
• Develop thought leadership, planning content, white papers, and educational materials.
• Help enhance and scale the firm's wealth planning and family office capabilities.
• Educate internal teams on tax law changes, planning opportunities, and industry developments.

Ideal Background

• 10+ years advising high-net-worth and ultra-high-net-worth individuals and families.
• Strong expertise in:
• Individual income tax planning
• Trust and estate taxation
• Wealth transfer planning
• Business-owner planning
• Charitable planning
• Complex financial planning
• CPA, MST, JD, LL.M., or similar advanced credential preferred.
• Strong client-facing presence with the ability to simplify complex concepts and serve as a trusted advisor.
• Existing relationships within the tax, legal, accounting, family office, or wealth advisory community are a significant plus.

Why This Opportunity?

• Highly strategic, planning-focused role with minimal compliance work
• Direct exposure to ultra-high-net-worth families and sophisticated wealth structures
• Family office-style environment with broad planning responsibilities beyond tax
• Significant interaction with clients, advisors, attorneys, and accountants
• Opportunity to help build and shape a growing wealth strategy platform
• Strong culture, collaborative team, and excellent quality of life

Target Profiles

• Private Client Tax Directors and Senior Managers from Big 4 or leading regional firms
• Family Office Tax Advisors
• Wealth Strategists
• Trust & Estate Tax Professionals
• UHNW Planning Specialists
• Tax Attorneys (JD/LL.M.)
• CPAs looking to transition into a more advisory, client-facing, and planning-oriented environment

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Tax Advisor, Private Wealth & Family Office Services

NYC | Boston | Philadelphia | Chicago | Charlotte | Hybrid (3 Days In Office)

Competitive compensation package with total compensation potential exceeding $350K+

A highly respected multi-family office and wealth management platform is seeking an experienced Tax Advisor to join its private wealth team. This role is heavily focused on tax planning, strategy, and client advisory work, partnering with ultra-high-net-worth individuals, business owners, executives, trusts, and family offices on complex tax matters.

Unlike traditional public accounting roles, this position offers a consultative environment with no billable hours, significant client interaction, and the opportunity to influence sophisticated tax planning strategies across a diverse client base.

Responsibilities

• Advise high-net-worth individuals, families, trusts, private foundations, and closely held businesses on tax planning and strategy.
• Identify proactive tax-saving opportunities and optimize after-tax outcomes.
• Review individual, trust, partnership, corporate, and foundation tax returns.
• Collaborate with attorneys, accountants, family office professionals, and CFOs on complex tax matters.
• Support estate, gift, income, and wealth transfer planning initiatives.
• Research tax legislation and provide guidance on planning implications.
• Develop trusted advisor relationships with clients and internal stakeholders.
• Assist with tax compliance matters when needed, while maintaining a primary focus on planning and advisory work.

Qualifications

• Bachelor's degree required.
• 8+ years of tax experience.
• CPA, JD, MST, or other advanced tax credential strongly preferred.
• Strong background in high-net-worth, trust & estate, family office, private client, or wealth management tax.
• Excellent client-facing and relationship management skills.
• Ability to serve as a trusted advisor on sophisticated tax planning matters.

Why This Opportunity?

• Predominantly tax planning and advisory-focused role
• Work with ultra-high-net-worth families, executives, and family offices
• No billable hours
• Better work-life balance than public accounting environments
• Established, collaborative team with strong leadership and mentorship

Target Candidates: Senior Tax Managers, Directors, and experienced Tax Advisors coming from public accounting, private client services, family offices, wealth management firms, or multi-family office environments seeking a more consultative, relationship-driven role.