Family Office Director

Landing Point; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

Landing Point in New York seeks a Family Office Director to lead comprehensive tax and accounting operations for high-net-worth clients. You will manage tax filings, maintain audit-ready records, and oversee the compliance calendar across entities and individuals, coordinating with outside professionals and advisory teams.

The role includes tax planning, client communications, invoicing, and overseeing concierge projects such as property administration and philanthropy support.

Qualifications

• CPA or IRS Enrolled Agent qualification required.
• 10+ years of tax/accounting experience.

Responsibilities

• Review federal, state, and local tax filings across family entities and individuals.
• Oversee compliance calendar: deadlines, extensions, and estimated tax payments.
• Coordinate with outside tax accountants, attorneys, trustees, and investment advisors.
• Plan and project taxes: calculations, scenarios, gifting strategies, year-end planning.
• Maintain audit-ready tax files and supporting documentation.
• Review bank/custodian statements and perform reconciliations for family accounts.
• Review financial statements and investigate variances; prepare supporting docs for audits.
• Manage client invoicing and track time-sensitive items; communicate with family members.
• Lead concierge projects: property/asset administration, philanthropy, and research.

Skills

Tax planning

Financial reporting

Client communications

Education

CPA or IRS Enrolled Agent

Job description

Company Overview:

A multi-family office is seeking a Family Office Director to manage comprehensive tax and accounting operations for high-net-worth clients.

Job Responsibilities:

• Review federal, state, and local tax filings across the family's entity and individual structure, including Forms 1040, 1041, 1065, 1120/1120-S, 990-PF, and international reporting.
• Oversee the full compliance calendar: filing deadlines, extensions, and quarterly estimated tax payments across all entities and jurisdictions.
• Serve as day-to-day liaison with outside tax accountants, attorneys, trustees, and investment advisors.
• Manage tax planning and projection work: estimate calculations, scenario modeling, charitable and gifting strategies, and year-end planning analysis.
• Maintain organized, audit-ready tax files and supporting documentation for all filings.
• Review monthly bank, brokerage, and custodial statements for activity; perform and review bank reconciliations across household, trust, and entity accounts.
• Review financial statements and internal reporting for accuracy, completeness, and reasonableness; investigate and resolve variances.
• Compile statements, schedules, and supporting documentation for compliance, audit, and reporting purposes.
• Manage client invoicing — preparation, review, distribution, and follow-up on outstanding items.
• Sort, log, and route incoming mail; track time-sensitive items through to resolution.
• Participate in and lead client communications — calls, email correspondence, and status updates — with family members and their broader advisory team.
• Execute concierge and special projects on behalf of the family, which may include vendor coordination, property- and asset-related administration, philanthropic and foundation support, recordkeeping build-outs, and ad hoc research and analysis.

Qualifications:

• CPA or IRS Enrolled Agent
• 10+ years of tax/accounting experience

Compensation:

Salary: $175,000 – $200,000 + Bonus

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