Tax Director, Family Office (HNW Tax)
$175k - $225kAtlas Search
A highly respected single-family office in New York City is seeking a Tax Director to lead complex tax matters for ultra-high-net-worth individuals, trusts, partnerships, and closely held entities. This is an opportunity to join a collaborative, relationship-driven environment with exceptional work-life balance, long-term stability, and direct exposure to sophisticated family office structures.
This role is ideal for someone coming from public accounting, a family office, or private client advisory environment who enjoys being a trusted advisor while working in a more strategic and lifestyle-oriented setting.
What You’ll Do
- Lead all aspects of tax planning, compliance, and strategy for ultra-high-net-worth individuals and family entities
- Review and oversee complex federal, state, and local tax returns including Forms 1040, 1041, 1065, and related filings
- Advise on tax-efficient structures for investments, trusts, partnerships, and estate planning matters
- Partner closely with principals, external advisors, legal counsel, and investment professionals
- Identify tax savings opportunities and proactively manage tax risk
- Oversee tax projections, quarterly estimates, and year-end planning
- Mentor and develop junior tax professionals while helping improve internal processes and workflows
- Stay current on evolving tax legislation impacting HNW clients and family office operations
Qualifications
- 10+ years of tax experience focused on high-net-worth individuals, trusts, partnerships, and private clients
- Strong background in public accounting, family office, or private client services
- Deep understanding of complex individual and fiduciary taxation
- CPA required; MST or JD/LLM is a plus
- Proven ability to manage sophisticated client relationships with professionalism and discretion
- Strong communication skills and a hands-on, collaborative approach
Why This Opportunity Stands Out
- Exceptional quality of life with only 3 days per week in-office
- Highly visible role working directly with principals and senior leadership
- Stable, long-term environment
Compensation:
$175k/225k base + discretionary bonus
Days in office:
3 days per week
Vacancy posted 7 hours ago
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