Tax Director

Title: Tax Director (Family Office / Private Wealth)

Company: Wealth Management / Family Office Services

Compensation: $180,000 - $210,000 base bonus

Location: Remote (U.S.)


A 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.


Responsibilities

• Review and sign individual, trust, estate, gift, partnership, and corporate tax returns, including multistate filings, ensuring accuracy and timely submission
• Lead quarterly and year-end tax projections and provide proactive planning guidance to clients
• Serve as the primary tax lead for assigned family office relationships, overseeing all related tax and planning activities
• Coordinate with accounting and investment teams to monitor client liquidity needs and ensure sufficient funding availability
• Review quarterly financial reporting packages for completeness and accuracy of client financial activity
• Partner with internal advisory, investment, and planning teams to prepare materials for quarterly family meetings
• Participate in client meetings (virtual and in-person) as a senior tax advisor
• Mentor and develop junior tax and family office professionals
• Manage complex, multi-entity client relationships with a high degree of autonomy
• Support business development efforts and onboarding of new clients
• Contribute to broader family office services including entity structuring, estate planning coordination, and philanthropic planning
• Support ongoing innovation and process improvements across the platform

Requirements

• Bachelor's degree in Accounting or related field required; Master's in Taxation preferred
• 10 years of public accounting or family office tax experience serving high-net-worth clients
• Strong experience reviewing and managing complex tax returns at a senior manager or leadership level
• Active CPA required (CFP preferred)
• Strong communication, client relationship, and project management skills
• Ability to independently manage complex, multi-entity client relationships and competing priorities

EEO Notice


Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.


Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .


Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

Representation Notice


By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice


Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( ). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice


Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.