Tax Director

Vaco LLC; San Diego (CA); Remote; USD 180,000 - 210,000; Full time

Job summary

Vaco Recruiter Services seeks a Tax Director to oversee tax compliance and planning for ultra-high-net-worth families. Located remotely in the U.S., this role involves leading tax strategy and collaborations across teams.

The ideal candidate has over 10 years of experience in public accounting or family office tax, possesses a strong CPA qualification, and excels at managing complex client relationships.

Qualifications

• 10+ years of public accounting or family office tax experience serving high-net-worth clients.
• Active CPA required, CFP preferred.
• Strong experience reviewing and managing complex tax returns.

Responsibilities

• Review and sign individual, trust, estate, gift, partnership, and corporate tax returns.
• Lead quarterly and year-end tax projections for clients.
• Serve as primary tax lead for assigned family office relationships.

Skills

Client relationship management

Project management

Tax compliance

Communication skills

Education

Bachelor’s degree in Accounting or related field

Master’s in Taxation

Tools

Tax software

Job description

Title: Tax Director (Family Office / Private Wealth)
Company: Wealth Management / Family Office Services
Compensation: $180,000 – $210,000 base + bonus
Location: Remote (U.S.)

A growing, nationally recognized wealth management advisory firm is seeking a Tax Director to lead tax compliance and planning for ultra-high-net-worth families and family office clients. This role oversees the full spectrum of client tax and financial deliverables, ensuring accuracy, timeliness, and a high-touch advisory experience.

This individual will function as a senior leader within the family office platform, coordinating across tax, investment, accounting, estate planning, and advisory teams to deliver fully integrated solutions aligned with client goals.

Responsibilities

• Review and sign individual, trust, estate, gift, partnership, and corporate tax returns, including multistate filings, ensuring accuracy and timely submission
• Lead quarterly and year-end tax projections and provide proactive planning guidance to clients
• Serve as the primary tax lead for assigned family office relationships, overseeing all related tax and planning activities
• Coordinate with accounting and investment teams to monitor client liquidity needs and ensure sufficient funding availability
• Review quarterly financial reporting packages for completeness and accuracy of client financial activity
• Partner with internal advisory, investment, and planning teams to prepare materials for quarterly family meetings
• Participate in client meetings (virtual and in-person) as a senior tax advisor
• Mentor and develop junior tax and family office professionals
• Manage complex, multi-entity client relationships with a high degree of autonomy
• Support business development efforts and onboarding of new clients
• Contribute to broader family office services including entity structuring, estate planning coordination, and philanthropic planning
• Support ongoing innovation and process improvements across the platform

Requirements

• Bachelor’s degree in Accounting or related field required; Master’s in Taxation preferred
• 10+ years of public accounting or family office tax experience serving high-net-worth clients
• Strong experience reviewing and managing complex tax returns at a senior manager or leadership level
• Active CPA required (CFP preferred)
• Strong communication, client relationship, and project management skills
• Ability to independently manage complex, multi-entity client relationships and competing priorities