Tax Director, Family Office Services

Jobot; Boston (MA); Hybrid; USD 185,000 - 225,000; Full time

Benefits offered by this job

Hybrid work environment

Medical, Dental, and Vision insurance

401(k) plan and Profit-Sharing program

FSA & HSA

PTO & holidays

Professional development

Job summary

Jobot is seeking a leader to drive a growing Family Office practice, advising high-net-worth clients and overseeing complex multi-entity structures. The role blends accounting, advisory, and fintech innovation with hybrid work flexibility and strong career growth.

You will mentor staff, collaborate with tax and legal professionals, and deploy leading accounting platforms like Sage Intacct, QuickBooks Online, and NetSuite to deliver integrated client solutions.

Responsibilities

• Lead delivery of comprehensive accounting, financial management, and advisory services for family office clients
• Oversee financial reporting, budgeting, cash flow forecasting, and accounting operations for complex entity structures
• Manage engagements involving partnerships, trusts, investment entities, and multi-entity family office structures
• Serve as primary advisor and relationship manager for high-net-worth clients and family offices
• Coordinate with tax, advisory, legal, and investment professionals to deliver integrated client solutions
• Oversee onboarding and implementation of new client engagements
• Lead deployment and optimization of accounting platforms including Sage Intacct, QuickBooks Online, and NetSuite
• Evaluate and implement emerging technologies, AI tools, automation workflows, and fintech solutions
• Provide strategic financial guidance and operational support to clients and their advisors
• Mentor, develop, and lead managers, seniors, and staff within the practice
• Review engagement deliverables and ensure quality control standards are maintained
• Manage staffing, workflow planning, project execution, and team utilization
• Drive business development, networking, proposal support, and market expansion initiatives
• Identify opportunities to expand services within existing client relationships
• Oversee accounting for alternative investments including private equity, hedge funds, and real estate holdings
• Manage complex consolidations, reconciliations, and multi-entity reporting structures
• Champion AI-enabled service delivery, automation, and digital transformation initiatives
• Stay current on accounting standards, regulatory changes, fintech innovations, and family office industry trends

Job description

Job details:

Lead a growing Family Office practice where you'll advise high-net-worth clients, drive technology innovation, mentor top talent, and enjoy hybrid flexibility, strong career growth, and meaningful client impact!

This Jobot Job is hosted by: Brad Trombly

Salary: $185,000 - $225,000 per year

A bit about us:

A premier professional services organization delivering accounting, advisory, and financial management solutions to high-net-worth individuals, family offices, trusts, partnerships, and investment entities. This organization combines deep financial expertise with innovative technology to provide best-in-class client service, strategic guidance, and operational excellence.

Why join us?

• Competitive salary of $185,000 - $225,000 annually
• Discretionary performance bonus opportunity
• Hybrid work environment
• Opportunity to lead and grow a high-impact Family Office practice
• Work with sophisticated high-net-worth clients and complex financial structures
• Exposure to cutting-edge accounting, fintech, automation, and AI-driven technologies
• Medical, Dental, and Vision insurance
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Employee Assistance and Wellness programs
• Inclusive parental leave benefits
• Generous Paid Time Off (PTO)
• Paid company holidays
• Professional development and training opportunities
• Recognition and rewards programs
• Community involvement and volunteer programs
• Strong leadership and career advancement opportunities

Job Details

• Lead delivery of comprehensive accounting, financial management, and advisory services for family office clients
• Oversee financial reporting, budgeting, cash flow forecasting, and accounting operations for complex entity structures
• Manage engagements involving partnerships, trusts, investment entities, and multi-entity family office structures
• Serve as primary advisor and relationship manager for high-net-worth clients and family offices
• Coordinate with tax, advisory, legal, and investment professionals to deliver integrated client solutions
• Oversee onboarding and implementation of new client engagements
• Lead deployment and optimization of accounting platforms including Sage Intacct, QuickBooks Online, and NetSuite
• Evaluate and implement emerging technologies, AI tools, automation workflows, and fintech solutions
• Provide strategic financial guidance and operational support to clients and their advisors
• Mentor, develop, and lead managers, seniors, and staff within the practice
• Review engagement deliverables and ensure quality control standards are maintained
• Manage staffing, workflow planning, project execution, and team utilization
• Drive business development, networking, proposal support, and market expansion initiatives
• Identify opportunities to expand services within existing client relationships
• Oversee accounting for alternative investments including private equity, hedge funds, and real estate holdings
• Manage complex consolidations, reconciliations, and multi-entity reporting structures
• Champion AI-enabled service delivery, automation, and digital transformation initiatives
• Stay current on accounting standards, regulatory changes, fintech innovations, and family office industry trends

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.