Tax Director

Our client is a family office and investment firm allocating capital across a wide variety of public and private investment strategies and asset classes. The Tax Director will manage traditional tax and family office services for its family shareholders.

Responsibilities

Review tax projections, tax packages, and returns of individuals, trusts, and partnerships; Ensure timely and accurate filing of tax returns prepared by a third-party firm; Oversee certain real estate matters including insurance, real estate taxes, record management, payroll, lease agreements, easements and accounting/reporting; Liaise with internal teams and external advisors including attorneys, accountants and bankers to ensure seamless service delivery; Coordinate and manage special projects, including GST exemption planning, aircraft matters, household employment matters and other financial analyses; Assist with the operations of foundation and philanthropic efforts; Monitor tax law changes and advising on potential impacts to financial and tax planning strategies, charitable giving, and estate planning; Act as a point of contact for family members regarding financial and tax matters

Requirements

Bachelor’s degree required; 8-12 years of related family office experience

Nice to have

Familiarity with the partnership pass through entity tax (PTET) and real estate taxation