Director of Tax

Location: Hybrid Schedule

Type: Direct Hire

Presented by: The Intersect Group

Compensation: $180,000 - $210,000 + bonuses

Tax Director

Company Overview

We are supporting a nationally recognized advisory organization that delivers comprehensive family office services, wealth planning, and tax strategy to high-net-worth individuals, family enterprises, and select institutions. The firm is known for its personalized approach, collaborative culture, and commitment to helping clients navigate complex financial landscapes with clarity and confidence. With offices across the country, the organization operates as one integrated team focused on excellence, integrity, and long-term client relationships. This environment offers a strong blend of professional growth, leadership access, and meaningful client impact.

Role Summary

The Tax Director will serve as a senior leader within the family office practice, overseeing complex tax engagements and delivering high-touch advisory support to ultra-high-net-worth families. This role is responsible for directing all aspects of tax planning, reviewing multi-entity and multi-state returns, and managing year-round strategic initiatives tailored to sophisticated client needs. You will collaborate closely with internal advisory, accounting, investment, and risk teams to deliver an integrated client experience and ensure highly accurate, forward-looking tax outcomes. The position includes leadership responsibilities, client relationship management, and a significant role in guiding firmwide tax strategy and innovation.

Key Responsibilities

• Lead tax planning, projections, and complex review processes for assigned families and entities
• Review individual, trust, partnership, corporate, and gift tax returns for accuracy, completeness, and compliance
• Direct quarterly and year-end tax strategies and communicate outcomes to clients and internal teams
• Manage large, sophisticated client relationships with autonomy and accountability
• Conduct analytical reviews of quarterly financial reports and ensure accuracy of all financial activity
• Monitor unique cash flow needs and coordinate with accounting and investment teams to support liquidity planning
• Participate in quarterly family meetings to present financial and tax deliverables
• Collaborate with advisory, planning, and accounting departments to deliver a seamless family office service model
• Mentor and develop team members within the family office group
• Support business development efforts and participate in cultivating new client relationships
• Contribute to estate planning, entity structuring, philanthropic planning, and other family office initiatives
• Review and respond to internal and external communications in a timely and professional manner

Key Requirements

• Ten or more years of public accounting experience serving high-net-worth families or family office clients
• CPA license required; CFP and Master of Taxation strongly preferred
• Extensive experience reviewing and filing complex tax returns and managing tax engagements at a senior manager or director level
• Bachelor’s degree in Accounting or related field; advanced tax degree preferred
• Deep knowledge of individual, trust, partnership, corporate, and multi-state tax matters
• Strong project management, prioritization, and communication skills
• Ability to manage complex client needs with minimal oversight
• High level of discretion and ability to handle confidential information
• Commitment to collaboration, accountability, and client service excellence

Why This Opportunity

• Strong work-life balance outside of filing seasons
• Highly competitive compensation structure including bonus and potential equity participation
• Exceptional benefits including flexible PTO, comprehensive insurance coverage, retirement match, and professional development support
• Education and certification incentives including CPA and CFA training materials and financial bonuses for passing exams
• Opportunity to work with dynamic family enterprises, entrepreneurial families, and complex multi-entity structures
• Clear advancement pathway within a respected and growing advisory organization

Call to Action

If you are an experienced tax leader seeking a strategic role supporting sophisticated clients, apply today through The Intersect Group with your resume and best contact information. We look forward to connecting with you.