Tax Director

NorthPoint Search Group; Chicago (IL); Hybrid; USD 180,000 - 250,000; Full time

Job summary

NorthPoint Search Group seeks a Tax Director in Chicago to lead planning, compliance and advisory for intricate investment and multi-entity structures. The role partners with internal leadership and external advisers to shape long-term tax strategy.

The position is hybrid, based in a major U.S. financial market, with a focus on wealth planning, estate planning, and sophisticated tax matters for high-net-worth clients.

Qualifications

• CPA or equivalent advanced tax credential required.
• 10+ years of progressive tax experience.
• Deep knowledge of individual, partnership, trust, gift/estate, and investment taxation.
• Experience with multi-entity structures, multi-state taxation, and alternative investments.
• Strong analytical, communication, and confidentiality skills.
• Ability to operate with discretion, integrity, and a service-oriented mindset.
• Experience with philanthropic structures such as foundations or donor-advised funds is a plus.
• Family office, private wealth, or high-net-worth advisory experience preferred.

Responsibilities

• Lead tax planning, compliance, and advisory across complex structures.
• Oversee federal, state, and international returns for entities and individuals.
• Monitor regulatory developments and communicate potential tax impacts.
• Collaborate with external CPAs,Attorneys, and consultants on tax matters.
• Present tax strategy updates to senior leadership and stakeholders.
• Mentor internal tax staff or supervise outsourced providers.

Skills

Tax leadership

Communication

Analytical skills

Discretion

Education

CPA or equivalent advanced tax credential

Job description

Tax Director - Chicago, IL

Who

An experienced tax leader with deep expertise in high-net-worth tax strategy, trusts, partnerships, and complex multi-entity structures.

What

Lead tax planning, compliance, and advisory functions across a sophisticated investment and entity structure while coordinating strategy with internal stakeholders and external advisors.

When

Immediate opportunity for a senior tax professional ready to take ownership of a complex and strategic tax function.

Where

Hybrid role based in a major U.S. financial market.

Why

This position provides the opportunity to influence long-term tax strategy and work closely with senior leadership on complex investment, estate, and wealth planning initiatives.

Office Environment

Professional, collaborative, and high-discretion environment working alongside investment, legal, and financial professionals.

Salary

$180,000 – $250,000 base salary plus potential additional incentives.

Position Overview

The Tax Director will lead all tax planning, compliance, and advisory functions across complex entity structures, trusts, investments, and global holdings. This individual will collaborate closely with internal leadership, investment professionals, estate planning advisors, and external tax counsel to support long-term financial and strategic objectives.

Key Responsibilities

• Lead comprehensive tax planning strategies aligned with long-term investment, wealth, and estate objectives.
• Evaluate tax implications related to investments, asset allocations, liquidity events, real estate, private equity, and philanthropic initiatives.
• Advise on entity formation, restructuring strategies, and cross-border tax considerations.
• Monitor legislative and regulatory developments and communicate potential tax impacts.
• Oversee preparation and filing of federal, state, and international tax returns for individuals, trusts, partnerships, and corporate entities.
• Ensure accuracy, timeliness, and compliance across all tax reporting requirements.
• Maintain strong documentation and internal controls to support tax positions and audit readiness.
• Manage relationships with tax authorities and oversee audits or inquiries when necessary.
• Partner with estate planning advisors on trust structures, wealth transfer strategies, and generational planning.
• Provide guidance on gift, estate, and generation-skipping transfer tax considerations.
• Track basis, distributions, and reporting across trust structures and family partnerships.
• Review tax consequences of investment opportunities, fund structures, real estate transactions, and business acquisitions or dispositions.
• Coordinate tax diligence for direct investments and private transactions.
• Collaborate with investment teams to help optimize after-tax returns.
• Establish tax policies, procedures, reporting calendars, and governance processes.
• Manage relationships with external CPAs, attorneys, and consultants.
• Present tax strategy updates and recommendations to senior leadership.
• Mentor internal tax staff or oversee outsourced tax providers.

Qualifications

• CPA or equivalent advanced tax credential required.
• 10+ years of progressive tax experience.
• Deep knowledge of individual, partnership, trust, gift/estate, and investment taxation.
• Experience with multi-entity structures, multi-state taxation, and alternative investments.
• Strong analytical, communication, and confidentiality skills.
• Ability to operate with discretion, integrity, and a service-oriented mindset.
• Experience with philanthropic structures such as foundations or donor-advised funds is a plus.
• Ability to collaborate effectively with legal, investment, and financial planning teams.
• Comfortable navigating complex environments and providing practical solutions.
• Family office, private wealth, or high-net-worth advisory experience preferred.