A family investment office based in Boston is seeking an experienced Tax Director to manage all tax functions, including strategic tax planning and compliance for various investment vehicles. The role requires a self-starter with over 10 years of progressive tax experience, strong communication skills, and expertise in partnership taxation. This position offers a highly autonomous environment with significant visibility to senior leadership and the opportunity to impact tax strategy directly.
Qualifications
Minimum of 10 years of progressive tax experience.
Deep expertise in partnership taxation and alternative investments.
Ability to communicate complex tax matters clearly.
Responsibilities
Develop and implement proactive tax strategies for investments.
Oversee timely filing of federal and state tax returns.
Manage K-1 preparation and multi-jurisdictional tax allocations.
Serve as primary tax liaison with external advisors.
Skills
Strategic tax planning
Tax compliance
Communication skills
Relationship management
Education
Bachelor’s degree in Accounting, Finance or related field
CPA
JD or MST
Job description
A family investment office based in Boston is seeking an experienced Tax Director to manage all tax functions, including strategic tax planning and compliance for various investment vehicles. The role requires a self-starter with over 10 years of progressive tax experience, strong communication skills, and expertise in partnership taxation. This position offers a highly autonomous environment with significant visibility to senior leadership and the opportunity to impact tax strategy directly.