Senior Director Tax

Geneva Search Partners, LLC; Glenview (IL); On-site; USD 150,000 - 300,000; Full time

Job summary

A private multi-generational family office is seeking a Controller/Sr Tax Director to oversee daily financial operations and ensure smooth cash flow and investment management. The ideal candidate will possess a CPA certification and have experience with high net worth individuals, guiding the financial strategies across various entities, including trusts and estates. The position offers a competitive salary and a range of benefits.

Benefits

Medical insurance

401(k)

Vision insurance

Disability insurance

Paid maternity leave

Qualifications

• Strong technical background in accounting and financial operations is required.
• Experience in public accounting tax or audit preferred.
• Experience preparing or reviewing trust and estate tax returns is strongly preferred.

Responsibilities

• Manage general ledger, accounting records, and financial reporting for multiple entities.
• Lead cash flow tracking, capital planning, and liquidity forecasts.
• Coordinate tax reporting and support quarterly estimates with external advisors.

Skills

Attention to detail

Technical accounting

Communication

Organizational skills

Analytical mindset

Education

CPA

Job description

1 day ago Be among the first 25 applicants

Geneva Search Partners, LLC provided pay range

This range is provided by Geneva Search Partners, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $300,000.00/yr

POSITION OVERVIEW

A private, multi-generational family office is seeking a detail-oriented and technically adept Controller/Sr Tax Director to oversee the daily financial operations supporting the family’s personal, philanthropic, and investment interests. This role involves hands-on accounting, cash flow oversight, and reporting across a variety of entities, including trusts, foundations, LLCs, and estates. The Controller/Sr Tax Director will report to the head of the family office and serve as a vital link between internal stakeholders and external advisors.

KEY RESPONSIBILITIES

• Manage the general ledger, accounting records, and financial reporting for multiple entities
• Lead cash flow tracking, capital planning, and liquidity forecasts
• Prepare consolidated financial statements and investment performance summaries
• Coordinate tax reporting and support quarterly estimates, in partnership with external advisors
• Maintain trust and estate financial schedules, and assist with compliance and filings
• Support audits, reviews, and annual reporting for personal and investment entities
• Oversee insurance coverage and risk management across family holdings
• Serve as liaison to legal, tax, and wealth advisors, ensuring consistent and accurate communication
• Improve accounting systems, controls, and workflow efficiencies within the office

REQUIRED QUALIFICATIONS

• CPA required; strong technical background in accounting and financial operations
• Experience in public accounting tax or audit, working with high net worth individuals and/or families. Would also consider those with investment management industry experience.
• Experience preparing or reviewing trust and estate tax returns is strongly preferred
• Familiarity with partnership accounting and private wealth structures
• Excellent communication and organizational skills
• High integrity and discretion in handling confidential personal and financial data
• Strong analytical mindset with comfort in managing complexity

COMPENSATION & BENEFITS

Competitive base salary commensurate with experience, plus performance-based incentives and comprehensive benefits. Exceptional benefits package.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Investment Management

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Disability insurance

Paid maternity leave

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