Tax Director - Wealth Management

Tax Director

Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family.

This position is full time in the office (no exceptions).

Key Responsibilities:

· Manage day-to-day accounting functions and supervise internal staff

· Close books monthly and prepare management reporting packages

· Review financial statements (individuals, partnerships, trusts, and corporate entities)

· Oversee internal controls and implement financial process improvements

· Manage risk management and insurance-related matters

· Prepare and administer operating budgets; present to senior leadership

· Review and approve trust and portfolio-related disbursements

· Serve as liaison among trustees, attorneys, accountants, and family members

· Prepare and consolidate financial statements for LLCs

· Calculate and manage partner/beneficiary distributions

· Oversee banking relationships and accounts payable processes

· Utilize accounting software: Accounting CS, Fixed Assets CS, PortfolioCenter (Envestnet)

· Prepare quarterly federal and state estimated tax payments for individuals, trusts, estates, and a private foundation

· Prepare/review year-end tax schedules for submission to outside tax advisors

· Oversee tax return preparation and conduct final review

· Perform advanced tax research and planning; resolve complex tax issues

· Maintain and update tax-basis spreadsheets across various entities (LLCs, S-Corps, partnerships, trusts)

· Draft tax-related correspondence to Trustees

· Manage relationship with outside tax firm

· Utilize tax software: BNA Tax Planner, UltraTax, TaxAct

Qualifications:

· CPA required and a Bachelor’s degree in Accounting

·10+ years of relevant accounting with a heavy focus on high-net-worth tax.

· Experience working with high-net-worth clients, trusts, estates, partnerships, and charitable entities

· Supervisory experience with ability to lead and mentor accounting/tax staff

· Proficiency with Microsoft Office Suite and relevant accounting/tax platforms

· Trust and estate experience highly preferred

· Base salary is $150,000 - $175,000 plus 15% bonus and solid benefits