Tax Director (Hybrid - Midtown Manhattan)

The Mom Project; Stamford (CT); Hybrid; USD 200,000 - 350,000; Full time

Job summary

An innovative firm is seeking a Tax Director to lead tax strategies for a prominent family office. This role involves overseeing tax compliance, planning, and risk management while coordinating with legal and financial advisors. The ideal candidate will possess deep tax expertise, strong leadership skills, and a knack for optimizing wealth through effective tax strategies. Join a dynamic team in a hybrid work environment, where your contributions will significantly impact the family's financial health and legacy. If you are passionate about tax strategy and family wealth management, this opportunity is for you.

Qualifications

• 5+ years of tax experience with high-net-worth individuals.
• Strong understanding of estate and partnership taxation.
• Experience in family office or private client services.

Responsibilities

• Oversee tax compliance and filing of various tax returns.
• Lead tax planning processes and evaluate investment impacts.
• Manage relationships with external advisors and family members.

Skills

Tax Planning

Tax Compliance

Risk Management

Leadership

Analytical Skills

Communication Skills

Education

CPA

JD

MST

Job description

Tax Director (Hybrid - Midtown Manhattan)

Join to apply for the Tax Director (Hybrid - Midtown Manhattan) role at The Mom Project

Tax Director (Hybrid - Midtown Manhattan)

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Join to apply for the Tax Director (Hybrid - Midtown Manhattan) role at The Mom Project

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

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.
  
  

Tax Planning & Advisory

• 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).
  
  

Team & Advisor Coordination

• 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.
  
  

Risk Management & Audit Support

• 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
• Hybrid - mix of on-site work at their Midtown Manhattan office combined with ample WFH

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Technology, Information and Internet

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