This is a great opportunity for tax public accounting professional looking to join a challenging and interesting business service organization or a professional coming from an investment management firm/ family office.

 

Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, business operations consulting and philanthropic/ strategic planning services to high-net-worth families. This talented and creative organization provides high quality service to meet the very particular needs of its exacting clients. The groups operate in the style of private bankers and trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients.

 

The Tax Director will work closely with the finance and accounting staff. The breadth of tax-related activities is more akin to a small, regional public accounting firm than the typical single enterprise or complex family office. The team provides comprehensive, multi-generational tax planning, compliance, and management services for income, gift/estate, and sales tax issues for individuals, trusts, investment partnerships, nonprofits, and operating companies. This intimately sized organization maintains an exceptional personal service focus while delivering outstanding technical expertise through its world-class team of professionals. The work of the department is supported by long-term engagements with world-class law and accounting firms.

 

The Tax Director will be responsible for preparation of the most complex tax returns and investment partnership accounting, oversight and high-level review of internally prepared returns and participate in the management of tax processes. The universe of tax returns includes business entities, trusts, and individual income and gift tax returns. Specific duties include oversight and high-level review of preparation of all federal and state extensions and preparation of estimated payment calculations for all entities, trusts, and individuals as well as high level review of staff-prepared tax returns for entrepreneurial business entities, grantor and complex trusts, and individuals to prepare for review by the external CPA firm. The Tax Director participates in year-end planning and will be responsible for helping to close the books and year-end projections.

 

The Tax Director is expected to stay current on tax and accounting knowledge issues, particularly any enacted or proposed updates and changes to tax law as they happen. Additional duties may include execution, and/or supervision of special projects for stakeholders.

 

Qualifications:

 

 

 

This is a tax compliance heaven for a skilled tax accounting professional with experience dealing with the tax consequences of investments, complex tax structures and wealth management considerations. The selected individual will work closely with the CEO of this family services organization to set the tax calendar, ensure that the returns are prepared, tackle the more complicated returns and work closely with outside legal firms, public accountants and consultants on tax projects.