Tax Director

The Mom Project; United States; Remote; USD 200,000 - 250,000; Full time

Job summary

A leading company is seeking a Tax Director to oversee tax planning, compliance, and risk management for a family office. This remote position requires strong leadership and technical tax expertise, focusing on high-net-worth individuals and estate strategies.

Qualifications

• 5+ years of relevant tax experience, ideally with high-net-worth clients.
• Strong understanding of estate, gift, and partnership taxation.

Responsibilities

• Oversee preparation and timely filing of all relevant tax returns.
• Lead tax planning processes and advise on generational wealth transfer.
• Manage relationships with external advisors and ensure quality execution.

Skills

Tax

Accounting

Leadership

Analytical

Communication

Education

CPA

JD

MST

Job description

Exact compensation may vary based on skills, experience, and location.

40 hrs/wk

Permanent (w2)

Remote work yes (100%)

Travel required (20%)

Superpower

Finance

Capabilities

Accounting

Tax

Private client wealth

Preferred industry experience

5 - 8 years of experience

The Mom Project is excited to support our client, a single family office, with their search for a Tax Director to join their team.

$200,000-250,000 salary range

The Tax Director plays a strategic leadership role within the family office, overseeing all aspects of tax planning, compliance, and risk management. This position is responsible for ensuring that the family’s wealth is preserved and optimized through proactive and efficient tax strategies. The ideal candidate will bring deep technical tax expertise, strong leadership capabilities, and the ability to coordinate seamlessly with legal, financial, and estate planning advisors.

Key Responsibilities

Oversight of Tax Compliance

· Oversee preparation and timely filing of all relevant tax returns (individual, trust, estate, partnership, corporate).

· Ensure compliance with IRS and international tax reporting (FBAR, FATCA, 3520, 5471).

· Manage estimated tax payments and year-end filing strategies.

· Maintain document retention protocols and audit readiness.

· Lead tax planning processes, including income projections, gifting, charitable giving, and estate reviews.

· Evaluate tax impact of investments, transactions, and structuring decisions.

· Advise on generational wealth transfer and estate tax minimization strategies.

· Provide tax analysis for major family decisions (e.g., philanthropy, relocation).

· Supervise internal tax personnel or collaborate with finance team.

· Manage relationships with external advisors, CPAs, and legal counsel.

· Evaluate advisor performance and ensure quality execution of tax strategy.

· Act as primary tax contact for family members.

· Assess tax risks and implement risk mitigation strategies.

· Lead responses to IRS or state audits and inquiries.

· Ensure strong internal controls and maintain audit documentation.

· Improve compliance and workflow processes through automation and best practices.

Qualifications

· CPA, JD, or MST preferred.

· 5+ years of relevant tax experience, ideally including high-net-worth individuals, trusts, private entities, private equity, venture capital, real estate and public markets

· Experience in family office or private client services a plus.

· Strong understanding of estate, gift, and partnership taxation.

· Excellent analytical, leadership, and communication skills.

Hours and Location

· Monday - Friday, full time hours

· Remote with monthly travel - mix of on-site work at their Midtown Manhattan office combined with ample WFH

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.

If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at [e-mail].