Overview

Our client is a complex multi-generational family office. The organization supports a wide range of personal and business activities. The Family Office is an entrepreneurial, group of professionals providing investment, accounting, tax, philanthropic and strategic planning services to high net worth families.

The Tax Director is a critical member of the finance and accounting team. The level of support and guidance needed is similar to the approach of a high quality small or regional public accounting firm rather than a large specialized services firm. 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 group is supported by long-term engagements with world-class law and accounting firms.

Since this position is somewhat seasonal based on the tax compliance calendar, with more hours required March through October, and fewer hours required November through February, the organization is capable of and willing to support a remote working environment with some time in the office ideally to allow for interaction with the team (in a “post-Covid” environment).

Responsibilities

The Tax Director is responsible for preparation of the annual tax compliance schedule for numerous internally-prepared returns for business entities, trusts, and individual income and gift tax returns, and monitoring progress so that all returns are finished by client-defined due dates. Specific involvement includes;

• 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.
• 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.
• Review of complex investment partnership tax returns prior to review by the external CPA firm as well as hands on in the complexities of these returns completes the tax process.
• Participate in year-end planning, and able to identify tax issues based on review of financial statements and year-end projections.
• Administer the CCH Axcess tax software, and perform research related to planning and compliance questions to provide guidance to the CEO, Legal and/or Finance teams as necessary.
• Supporting analysis may require preparation of projections based on alternative courses of action. Maintenance of current tax knowledge is critical, particularly any enacted or proposed updates and changes to tax law as they happen.
• Involvement in special projects for clients and participation in strategic planning for the finance group in connection with overall business strategic planning.
  

Qualifications:

• Bachelor’s Degree in Accounting, Finance or related field required
• CPA license required
• MT or MST required
• Minimum of 15 years of current or recent tax experience with a background in public accounting tax services preferred
• Extensive knowledge of a wide variety of tax law, including federal, state, local (sales & use), exempt organization, and some international tax knowledge.
• Strong ability to communicate technically with diverse individuals regarding tax and financial matters
• Proficiency with technology including accounting, tax, as well as common office software and ability to learn new computer programs quickly, includes the ability to maintain security of confidential data.
• Deep knowledge of partnership, individual, exempt organization, trust, estate, and gift taxation
• The ability to spot tax issues, alternative reporting opportunities, and potential problem areas for resolution prior to review of returns by the external CPA firm, and to collaborate with the external CPA firm as necessary to resolve issues
• Experience with hedge funds and alternative investments is helpful
• Willingness to learn about new or unfamiliar industries in support of entrepreneurial business ventures
• Entrepreneurial self-starter capable of working with minimal supervision
• Team player comfortable with sharing information and collaborating with and supporting colleagues in completing large and/or complex projects
• Accepts ownership and is responsible, dependable and has an exceptional work ethic
• Provides clear instruction and monitors progress of projects and assignments to ensure goals are achieved
• The ability to successfully administer and manage tax compliance with an exceptional focus on project follow-through, the ability and understanding needed to thoroughly document calculations and any research supporting tax return reporting positions
• Exceptional detail orientation needed to maintain 100% accuracy in all tax returns
• Highly trusted by friends, family, and colleagues
• Comfortable working with highly confidential information (i.e. trade secrets, personal financial information, banking information)
• Enjoys work in a fast-paced environment and is able to multi-task and successfully manage the demands of multiple projects and deadlines
• Collegial and positive outlook and the humor, patience and flexibility necessary to address the needs of an entrepreneurial organization