Tax Director

Join a team that values your ambition and empowers your growth. Location: New York, NY. Overview We are seeking a highly experienced Tax Director to lead our Private Foundation and Tax‑Exempt Organizations practice. This role requires deep technical expertise in the unique compliance, regulatory, and planning needs of large private foundations and other exempt entities. You will serve as a strategic advisor to sophisticated clients navigating complex federal excise tax rules, grant‑making compliance, and investment income taxation. The ideal candidate will bring the technical rigor and research capabilities expected of a Big Four or large regional firm, combined with the client relationship skills to serve as a trusted partner to foundation leadership and family office clients. Responsibilities Serve as day‑to‑day client contact and trusted advisor for a portfolio of large private foundations and related exempt entities. Lead the preparation, review, and filing of complex Forms 990‑PF, 990, 990‑T, and related multi‑state reporting requirements. Manage client engagement timelines, staff assignments, and quality control review processes. Provide proactive guidance on Chapter 42 provisions, self‑dealing rules, and expenditure responsibility requirements. Advise on taxable expenditure rules for grants to non‑public charities and foreign organizations. Monitor and counsel clients on excess business holdings, jeopardy investments, and related penalty excise tax exposure. Analyze complex investment portfolios—including hedge funds, private equity K‑1s, and other alternative investments—to calculate UBTI and identify debt‑financed income issues. Advise on UBTI siloing rules and optimize allocation of net operating losses across separate trades or businesses. Manage calculation and monitoring of the annual 5% minimum distribution requirement to ensure timely qualifying distributions. Advise on grant timing strategies, set‑aside elections, and program‑related investments to optimize philanthropic impact while maintaining compliance. Research and advise on foundation formation, termination, and conversion strategies. Monitor legislative and regulatory developments affecting tax‑exempt organizations and communicate impacts to clients and internal teams. Supervise, mentor, and develop tax staff and seniors; provide ongoing technical training. Collaborate with colleagues on estate planning and integrated income tax planning opportunities. Coordinate with wealth advisors across the U.S. to support service delivery for clients with private foundations or other philanthropic intentions. Qualifications & Requirements Education: Bachelor’s degree in Accounting, Finance, or related field. Licensure: Active CPA license or J.D. required. Experience: Minimum 8+ years of progressive tax experience with substantial focus on Tax‑Exempt Organizations, preferably at a Big Four, large regional CPA firm, or law firm with a national exempt organization practice. Communication: Excellent written and verbal communication skills with the ability to explain complex tax concepts to non‑tax professionals, foundation boards, and family members. Compensation Pay range: $225,000—$300,000 USD per year (exempt). Benefits 401(k) plan with employer matching Medical, dental, vision, and life insurance (various plans) Short‑term and long‑term disability coverage Paid maternity and parental leave Flexible spending accounts and health savings accounts Dependent care FSA Commuter and transit FSA Corporate discount program Training reimbursement Paid professional designations Volunteer days Equal Opportunity Employer We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. #J-18808-Ljbffr