Tax director

Job Description

Job Description

Of course, Andria—here’s a refined version of the description that presents the opportunity purely through the lens of a complex, multi-generational family office, while maintaining the discretion and sophistication you’re known for :

POSITION OVERVIEW

A private, multi-generational family office is seeking an experienced and forward-thinking Tax Director to lead all aspects of financial strategy and operations across a network of entities and individuals. This position offers the opportunity to work closely with the head of the family office and provide direct support to the principal and extended family, overseeing financial affairs for both personal and investment-related vehicles including trusts, foundations, LLCs, partnerships, and estates.

The ideal candidate will bring a blend of technical excellence, sound judgment, and a proactive leadership style suited for a dynamic family environment with significant investment activity.

KEY RESPONSIBILITIES

• Leadership & Team Oversight : Manage a lean, high-performing internal accounting team and coordinate external partnerships with legal, tax, banking, and investment advisors
• Liquidity & Cash Flow : Lead short- and long-term cash management, capital allocation, and liquidity planning across diverse entities
• Financial Reporting : Prepare consolidated reporting and performance metrics for the family’s investments and businesses, including managing audits and forecasts
• Tax Strategy & Compliance : Oversee complex tax filings; stay ahead of evolving tax and estate planning regulations across jurisdictions
• Governance & Risk : Ensure legal compliance, manage insurance coverage, and monitor any potential conflicts related to philanthropic, political, or personal activities
• Trusts & Estates : Coordinate trust and estate matters to support legacy planning, minimize tax exposure, and ensure fiduciary compliance
• Investment Stewardship : Provide financial modeling, due diligence, and tracking for private and public investments; assess performance and risk exposures across asset classes

IDEAL PROFILE