Family Office Tax Director

Tax Director – Family Office | New York, NY

Position Overview:

The Tax Director will oversee all aspects of tax planning, compliance, and strategy for the family and its entities. This is a key leadership role for an experienced tax professional who enjoys working in a hands-on, detail-oriented environment while advising on complex transactions and long-term wealth strategies. The ideal candidate will have deep experience in high-net-worth individual taxation, partnerships, trusts, and investment entities, and will partner closely with the CFO, outside advisors, and family members to ensure efficient and compliant tax operations.

Key Responsibilities:

• Oversee and review all federal, state, and local tax filings for individuals, partnerships, trusts, foundations, and investment entities.
• Manage annual tax compliance and estimated tax payments, coordinating with external advisors as needed.
• Provide proactive tax planning and structuring advice to optimize after-tax returns and long-term wealth transfer strategies.
• Lead year-end planning and support investment and estate planning initiatives.
• Analyze and advise on the tax implications of investment transactions, real estate acquisitions, and partnership structures.
• Maintain strong relationships with outside tax advisors, attorneys, and financial institutions.

Qualifications:

• CPA or JD/LL.M. in Taxation required.
• 8 years of relevant tax experience, ideally within a family office, private client services group, or public accounting firm with a focus on HNW individuals and family entities.
• Deep knowledge of partnership, trust, and estate tax law, and experience with multi-state filings.
• Proven ability to communicate complex tax issues clearly and effectively to non-technical audiences.
• Collaborative mindset with the ability to manage competing priorities in a fast-paced environment.
• High degree of discretion, integrity, and professionalism.

For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwgroup.com.