« Back To Search Results

Position: Tax Director- Family Office
Job Number: MS03562
Location: NY - New York City
Date Posted: 2017-03-23
Salary Range: $126-150k
Job Summary:

New opportunity at growing Family Office! 

Company Information:

Name: Family Office

Job Description:

  • Help lead and direct the efforts of the team of Tax professionals dedicated to providing services to many individual tax clients with primary focus on the ultra-high net worth and related accounts.  Serve as subject matter expert and provide seamless service delivery for all tax services for the company's high net worth clients and related accounts.
  • Stay current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front.
  • Serve as advocate on behalf of the individuals regarding federal, state and local tax issues.
  • Work with colleagues as well as outside tax advisors and counsel to deliver integrated advisory services that exceed client expectations.
  • Establish rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests.
  • Supervise, mentor and develop tax staff in respect the day-to-day delivery of tax services to the client.
  • Oversee the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high net worth individuals and their affiliated entities.
  • Analyze all significant transactions/acquisitions, JVs and alliances for the purpose of developing and recommending cost-effective individual tax structures (provide creative input regarding structure and assist in negotiations).
  • Provide analyses of financial, gift, estate, and income tax issues of high net worth individuals and families. 
  • Research and interpret the Internal Revenue Code, various State Tax Codes, Private Letter Rulings, Revenue Rulings and Tax Court Cases. 
  • Represent clients before tax authorities.
  • Manage ad hoc projects with complex tax and cash flow related analysis.

Requirements / Qualifications:

  • CPA with M.S. in Tax preferred, or JD with LLM in Tax desirable.
  • At least 15+ years of extensive experience working with High Net Worth Individuals in tax and/or family office environment.
  • Notable tax consulting and compliance experience; in-depth familiarity with tax research techniques and resources.
  • Excellent client service approach, strong consultative skills and a service mind-set while delivering advice as more than a tax adviser.
  • Must possess strong organizational and analytical skills, general/broad knowledge of economic business conditions and ability to work on multiple projects at once.
  • Strong interpersonal and communication skills, both oral and written, with an ability to prepare detailed planning memoranda as well as to provide simple explanations to clients (e.g. non-tax specialists).
  • Self-starter with the ability to excel in a fast-paced, high-energy, high-touch environment.
  • Strategic and tactical thinker with vision and foresight to conceptualize innovative approaches and technical prowess to execute same.
  • Ability to teach and grow professional staff.
  • Familiarity with partnerships and other flow-through entities.
  • Proficient in Microsoft Word and Excel.  Experience in ProSystem Fx Tax and Document, CCH research software.

Enter email address to receive our job alerts.

Explore our Career Center and familiarize yourself with ways on how you can build and improve your resume, cover letter, and interviewing skills.

 Resume Writing Tips
 Cover Letter Tips
 Interview Tips
 Financial Glossary