Tax Director
Leah Yosef International
Dynamic, fast‑growing Multi‑Family Office is seeking a Ultra High Net Worth Tax Professional to serve as the Lead Relationship Manager to 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.
No Tax Compliance, No Billable Hours, Not a Commissioned Sales Role.
Key Responsibilities
- This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra‑high net worth client relationships.
- Deliver comprehensive tax planning, estate planning, and overall wealth strategy.
- Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals.
- Partner with internal investment and operations teams to deliver integrated investment planning and client service.
- Maintain a strong client‑first focus, emphasizing client satisfaction and retention.
Firm Highlights
- Fast‑growing, collegial culture with strong operational, investment, and planning support.
- Growth‑oriented environment encouraging continued development of skills and credentials.
- Long‑term opportunity for revenue participation.
Requirements
- CPA required with 10+ years of client‑facing experience advising ultra‑high net worth clients.
- This role is ideal for a Tax Manager/Senior Manager/Director to move away from compliance and billable hours into a research and planning driven role for Ultra High Net Worth clientele.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Director in New York, NY vacancy
- ...About the job Tax Director About the Role: We are seeking an experienced Tax Director to lead tax planning, compliance, and advisory engagements for privately held businesses and their owners. This leadership role is responsible for providing strategic...SuggestedLocal area
Talnt LLC
New York, NY16 hours ago - ...Professional Services Firm on Long Island is actively seeking a dedicated and experienced professional to join their staff as their new Tax Director. Responsibilities Review tax returns for complex individual, trust, partnership, corporate, and foreign tax clients...SuggestedLocal area
Nextera Search
New York, NY4 days ago $170k - $210k
...yr - $210,000.00/yr A midsize CPA firm is building out their tax department. They have 15 different offices across the country and... ...staff Requirements ~ Team Player Seniority Level Director Employment Type Full-time Job Function Accounting/Auditing...SuggestedFull timeWork at officeRemote workAtlas Search
New York, NY3 days ago- ...DescriptionKforce's client, one of New York's leading real estate firms, seeks a Tax Director.Summary:The Tax Director will serve as the senior tax executive and relationship manager for external tax providers. The role is responsible for tax compliance oversight, identifying...Suggested
Kforce
New York, NY16 hours ago $90k - $180k
...Tax Director Position at CMI Media Group We are seeking an experienced and strategic Tax Director to lead our tax and insurance functions. This position plays a critical role in protecting and optimizing the organization's financial position, ensuring compliance across...SuggestedCMI Media Group
New York, NY16 hours ago- ...established investment management firm known for a disciplined approach and a strong, collaborative culture. Job Description: Oversee tax compliance across multiple jurisdictions for the firm’s funds and management company Coordinate with fund administrators and...Work at office
Mission Staffing
New York, NY3 days ago - ...A rapidly expanding CPA and advisory firm is looking for an experienced Tax Director to join its senior leadership team The firm has a strong presence across the New York market and works with privately held businesses, business owners, high-net-worth individuals...Immediate startFlexible hours
Insite US
New York, NY1 day ago $160k
...currently have offices in Long Island and NYC. Join a rapidly growing organization with a strategic vision and dynamic plan. The Tax Director is responsible to direct engagements while coordinating with Staff and supervising a team assigned to these engagements. The...Full timeWork at officeMonday to FridayRightWorks Inc
New York, NY2 days ago- ...StevenDouglas, a top 20 boutique executive search firm, is assisting a global professional services firm in their search for a Director of Tax. This role will preferably sit in NYC and have a hybrid work schedule with no remote or relocation options available. Reporting...Remote workRelocation
StevenDouglas
New York, NY2 days ago - ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for...Local area
gpac
New York, NY16 hours ago - ...Responsibilities Kforce's client, one of New York's leading real estate firms, seeks a Tax Director.Summary:The Tax Director will serve as the senior tax executive and relationship manager for external tax providers. The role is responsible for tax compliance oversight...Hourly payContract work
Kforce
New York, NY3 days ago - ...Reference Salary Type AnnuallyIndustry CannabisSelling Points Lead tax strategies at a dynamic, multi-state organization. Collaborate... ...initiatives in a growth-oriented environment.Job DescriptionTax Director OverviewThe Tax Director will lead all tax-related functions,...Local area
Green Key Resources
New York, NY1 day ago $160k - $180k
...Tax Director Gen II is seeking Tax Directors to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above on multiple client engagements. Tasks and responsibilities: Obtain a detailed understanding...Work experience placementWork at officeRemote work2 days per weekGen II Fund Services
New York, NY2 days ago- ...will be based on your skills and experience — talk with your recruiter to learn more. Tax Recruiter at JCW Search | Asset Management & Financial Services Position: Corporate Tax Director Location: New Jersey (Hybrid) Employment Type: Full-time, Permanent Team Size: 10...Permanent employmentFull timeLocal area
jcw llc
New York, NY16 hours ago $150k - $225k
...Firm oversees $228 billion in client assets as of July 31, 2026. Position We are seeking a highly motivated and detail-oriented tax professional to join our Finance team in a tax role. The ideal candidate will have experience working with complex partnership...Work at officeLocal areaRockefeller Financial
New York, NY1 day ago$225k - $265k
...markets and want to help bring the next trillion dollars of finance on-chain, join us. About the role: We are seeking a Director of Tax to lead our tax function during a period of rapid growth and transformation. As the Director of Tax, you will own and lead the...Local areaFlexible hoursDigital Asset
New York, NY4 days ago- ...JCW is partnered with a leading asset management firm seeking a Corporate Tax Director to join its tax team. This individual will play a key leadership role overseeing corporate tax compliance, provision, and strategic planning across the management company and related...Local area
JCW Group
New York, NY2 days ago - ...on surrounding communities. Flatiron is looking for candidates who resonate with this mission. As a Director on the Accounting Team, you will help build the Company's Tax Function from the ground up. This is an excellent opportunity to both build and execute on behalf...Permanent employmentFull timeApprenticeshipWork at officeLocal areaFlexible hours
Flatiron Energy
New York, NY2 days ago - ...This role will play a pivotal part in managing the day-to-day operations of the tax function and will support senior leadership in the development and rollout of strategic structural initiatives. Based in New York City, our firm is a global asset manager, and the tax...
Northbound Executive Search
New York, NY1 day ago - ...Building a tech-forward accounting and tax advisory firm to help founders create and preserve wealth Zhong & Sanchez is a tech-forward... .... As part of our rapid growth, we’re seeking an experienced Tax Director to lead and expand our tax practice. This high-impact leadership...Remote work
Zhong & Sanchez
New York, NY1 day ago $161.3k - $264.9k
...focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and... ...growing our Vialto Private practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on...Full timePrivate practiceRemote workVialto Partners
New York, NY16 hours ago$120k - $350k
...Open roles: Senior Tax Manager, Senior Tax Director, and Partner Benefits Pulled from the full job description Dental insurance Health insurance Paid time off Vision insurance Responsibilities: Provide strategic tax planning and consulting services...Full timeRelocationMonday to FridayShift workWeekend workDay shiftRightWorks Inc
New York, NY4 days ago- ...clients and practice teams. You will collaborate with practice leaders, subject-matter experts, and engagement teams to translate complex tax concepts into clear guidance and develop training programs to enhance accounting method capabilities across the firm. #J-18808-...
- ...Wellington, New York, London, Abu Dhabi and Singapore. Group Tax Team Morrison’s Group Tax team supports the tax affairs of... ...Morrison’s global investment activity. About the Role The Tax Director/Senior Manager will play a key role in providing tax advisory,...Local areaFlexible hours
Morrison
New York, NYa month ago - Seeking an experienced tax accounting professional, the full-time remote Tax Accounting Associate Director will manage Kyndryl's global income tax provision process under ASC 740, ensuring accurate reporting across multiple jurisdictions while collaborating with various...Full timeWork at officeRemote work
$201.81k - $382.6k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director ! Our private wealth practice recognizes the unique challenges...Private practiceLocal areaRemote workWorldwideBaker Tilly
New York, NY1 day ago- Owning the tax function, the full-time remote Senior Tax Director will manage complex tax positions across various fund structures, collaborate with finance leadership, and ensure compliance while developing a small in-house team and overseeing external partnerships. Key...Full timeRemote work
- Leading the income tax accounting function, the full-time Director of Tax Operations will manage Yahoo's consolidated tax provisions and financial disclosures while driving process optimization through automation and AI, reporting to the Senior Director of Tax Operations...Full timeRemote work
- Alvarez & Marsal seeks a Director for Corporate Transaction Tax & Advisory, EMEA, to lead complex international tax planning and transaction advisory for U.S.-headquartered groups across EMEA. You will advise on global separations, carve-outs, and post-merger integration...
- ...” A growing and vital company, client provides a great opportunity for hard-working and skilled individuals.Job DescriptionTitle: Sr.Tax Manager/DirectorLocation: NEWYORK, NY Short Hills, NJType: Direct hireJob requirement:• Work directly with state auditors to resolve...Local area
Maganti IT Resources
New York, NYa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director. Be the first to apply!
Related searches
- hedge fund private equity tax manager New York, NY
- tax manager public accounting New York, NY
- transfer pricing tax manager New York, NY
- senior tax director New York, NY
- international tax director New York, NY
- senior international tax manager New York, NY
- property tax manager New York, NY
- sales & use tax manager New York, NY
- sr tax manager New York, NY
- state tax manager New York, NY