Tax Director - Family Office

Atlas Search; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Great benefits

Inclusive culture

Support for employee needs outside of work

Job summary

An established family office is seeking a motivated individual to manage tax and financial services for family shareholders. This role involves being the point of contact for family members regarding financial matters, reviewing tax projections, and ensuring accurate tax returns. You will lead special projects and liaise with various advisors to deliver seamless service. This position offers a collaborative environment with great benefits, perfect for someone with a strong tax and accounting background. If you thrive in a team-oriented setting and are ready to contribute to a supportive culture, this opportunity is for you.

Qualifications

• Experience in tax and accounting with family office exposure.
• Ability to work independently and as part of a team.

Responsibilities

• Manage tax and financial matters for family shareholders.
• Coordinate with internal teams and external advisors.

Skills

Team Player

Can-do attitude

Tax and accounting background

Family office experience

Strong written communication skills

Strong oral communication skills

Job description

An established family office is looking for a bright, articulate, and motivated individual to manage certain traditional tax and family office services for its family shareholders. This position will assist with provision of services pertaining to family members’ tax, financial matters, real estate, accounting and other ad hoc projects.

This position will assist the CFO with tax and certain financial and operational tasks including, but not limited to:

• Point of contact for family members regarding financial and tax matters
• Review tax projections and tax packages of individuals, trusts, and partnerships
• Ensure timely and accurate tax returns prepared by a third-party firm
• Lead, coordinate and manage special projects, including household employment matters and other financial analyses
• Liaising with internal teams and external advisors, including attorneys, accountants and bankers to ensure seamless service delivery

What YOU Bring:

• Team Player, Can-do attitude and work ethic
• Tax and accounting background and family office experience
• Maturity to operate both independently and as part of a team
• Strong written and oral communication skills

Location: NYC 4 Days In Office.

Great benefits and an inclusive culture that supports an employee's needs outside of work.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing, Finance, and Management

Industries

• Financial Services, Accounting, and Individual and Family Services