Head of Family Office - Tax

Job Description

Job Description

We are looking for a highly skilled and experienced Head of Family Office to lead tax strategy, investment oversight, and financial operations for a substantial family office. This senior role offers a rare blend of autonomy,  flexibility (mostly work-from-home) , and long-term stability—typically under 40 hours per week. You’ll work directly with financially sophisticated principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous bonus tied to future business exits.

Responsibilities :

• Lead tax planning initiatives, including quarterly estimates and compliance for individuals, trusts, partnerships, and foundations.
• Coordinate with external accounting firms for tax filings and review complex tax considerations.
• Implement investment strategies in collaboration with advisors across various asset classes, including private equity, public equities, and treasuries.
• Manage capital calls, investment schedules, wire transfers, and internal fund movements.
• Serve as the primary point of contact for investment managers, custodians, and fund administrators.
• Monitor and evaluate asset performance, fees, and allocations using investment management software.
• Prepare and reconcile periodic financial and investment reports, ensuring data accuracy across systems.
• Act as a financial advisor to family members, fostering next-generation engagement and overseeing charitable giving strategies.
• Ensure all entities comply with financial and legal requirements while maintaining strong collaboration with external advisors.
• Track and report on cash flow, private equity metrics, and realized / unrealized gains across portfolios.
• CPA required with 7+ years of experience in tax and investment management
• Family office or multi-family office background strongly preferred
• Expertise in high-net-worth structures, estate planning, and compliance
• Discreet, independent, and highly organized