Tax Director-Family Office

Job description

Description The Tax Director is a senior leadership role responsible for designing and implementing advanced tax strategies for ultra-high-net-worth (UHNW) individuals, families, and family offices. The role combines technical expertise with client advisory and business development support to deliver holistic, innovative, and compliant tax solutions aligned with client objectives and the firm’s Core Values. The ideal candidate is a seasoned tax expert with exceptional interpersonal skills and the ability to translate complex tax concepts into actionable strategies that resonate with clients and advisors. Requirements: Client Strategy & Advisory: - Provide proactive guidance on tax implications of investment decisions, business transactions, and philanthropic initiatives. - Develop and implement sophisticated tax strategies for UHNW clients and entities (trusts, partnerships, family offices). - Advise on income, estate, gift, and generation-skipping transfer tax planning. - Integrate tax planning with investment, charitable, and estate strategies for holistic wealth solutions. Business Development Support: - Partner with senior sales professionals during prospect meetings to articul...