Tax Director - Financial Services - NYC

A leading multi‑family office is seeking a Tax Director to oversee complex tax compliance and planning for high‑net‑worth families. This role blends technical expertise, relationship leadership, and hands‑on involvement in a fully integrated family office environment.

Client Details

Our client is a nationally recognized, fast‑growing family office platform serving ultra‑high‑net‑worth individuals and multigenerational families. They offer a deeply integrated service model that combines tax, accounting, advisory, and wealth planning under one roof. The firm is known for its collaborative culture, commitment to innovation, and dedication to delivering exceptional client service.

Description

• Oversee, review, and sign individual, trust, gift, partnership, and corporate multistate tax returns, ensuring accuracy and timely filing.
• Lead quarterly and annual tax projections, planning discussions, and strategic recommendations for assigned families.
• Serve as the primary tax and family office lead, managing communications, deliverables, and client expectations.
• Coordinate with accounting and investment teams to monitor cash needs and ensure liquidity for upcoming obligations.
• Review quarterly financial reports to confirm they accurately reflect each client's full financial picture.
• Partner with internal teams to prepare and present materials for quarterly family meetings; attend meetings virtually or in person.

Profile

A successful Tax Director should have:

• Brings strong technical expertise in individual, trust, partnership, and multistate tax for high‑net‑worth clients.
• Demonstrates confidence managing complex family relationships with discretion, clarity, and sound judgment.
• Skilled at leading cross‑functional teams and collaborating with accounting, advisory, investment, and planning groups.
• Comfortable mentoring junior staff and contributing to a culture of learning and development.
• CPA preferred

Job Offer

• Competitive salary ranging from $180,000 to $210,000 USD, depending on experience.
• Comprehensive benefits package, including health insurance and retirement plans.
• Opportunities for professional growth and career advancement.
• Supportive and collaborative work environment.
• Flexible work arrangements and generous holiday leave policies.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.