Chief Tax Architect for UHNW Family Office

NorthPoint Search Group; Jackson (WY); On-site; USD 225,000 - 275,000; Full time

Job summary

NorthPoint Search Group is seeking a seasoned Head of Tax for a newly established private family office in Jackson, Wyoming. You will lead the tax function, coordinate sophisticated planning, and manage relationships with external firms and advisors to ensure optimal tax strategy and compliance.

The ideal candidate brings extensive experience with high-net-worth matters, intricate ownership structures, and a proven ability to build tax infrastructure in a standalone family office environment.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA designation strongly preferred; advanced taxation credentials are a plus.
• 10-15 years of progressive tax experience, including significant exposure to complex high-net-worth tax matters.
• Background in Big Four or other leading public accounting firms, private family offices, or sophisticated private wealth tax practices.
• Extensive knowledge of individual, partnership, trust, estate, and pass-through entity taxation.
• Demonstrated experience working with ultra-high-net-worth individuals, family investment structures, and complex ownership arrangements.
• Strong understanding of tax planning involving investment portfolios, real estate holdings, private investments, and wealth transfer structures.
• Experience coordinating with external tax advisors, attorneys, and investment professionals.
• Ability to develop and implement tax processes within an entrepreneurial or newly established organization.
• Exceptional analytical, organizational, and problem-solving skills.
• Strong communication skills with the ability to explain complex tax matters clearly and effectively.
• Highest level of integrity, professionalism, discretion, and confidentiality.
• Self-directed leader who is comfortable operating in a hands-on, highly accountable environment.

Responsibilities

• Lead and oversee all tax-related activities for the family office, including individual, trust, partnership, LLC, and other entity-level tax matters.
• Develop and implement comprehensive tax strategies focused on tax efficiency, wealth preservation, and long-term financial planning.
• Coordinate and oversee federal, state, and applicable international tax compliance and reporting requirements.
• Manage relationships with external CPA firms, tax attorneys, estate planning professionals, and investment advisors.
• Review complex tax returns, estimated tax payments, and supporting documentation to ensure accuracy and compliance.
• Provide strategic tax guidance related to investment activities, private equity, real estate, alternative investments, and other sophisticated financial structures.
• Collaborate with legal and financial advisors on trust structures, estate planning strategies, and multigenerational wealth transfer considerations.
• Identify tax planning opportunities and proactively evaluate potential tax exposures and risks.
• Establish and implement internal tax processes, reporting procedures, compliance calendars, and documentation standards.
• Monitor changes in tax legislation and assess their potential impact on the family's financial and investment structures.
• Coordinate tax-related due diligence and planning associated with significant investment transactions.
• Serve as the primary internal point of contact for complex tax matters while maintaining strict confidentiality.

Skills

Tax leadership

CPA designation

Big Four experience

Communication

Discretion

Education

Bachelor's degree in Accounting/Taxation/Finance

Job description

NorthPoint Search Group is seeking a seasoned Head of Tax for a newly established private family office in Jackson, Wyoming. You will lead the tax function, coordinate sophisticated planning, and manage relationships with external firms and advisors to ensure optimal tax strategy and compliance.

The ideal candidate brings extensive experience with high-net-worth matters, intricate ownership structures, and a proven ability to build tax infrastructure in a standalone family office environment.