Tax Director (Hybrid - Midtown Manhattan)

The Mom Project; Westport (CT); Hybrid; USD 200,000 - 250,000; Full time

Job summary

A leading family office is seeking a Tax Director to oversee tax planning, compliance, and risk management. The ideal candidate will possess deep technical tax expertise and strong leadership skills, ensuring the family's wealth is preserved through efficient tax strategies. This hybrid role requires collaboration with legal and financial advisors, making it ideal for someone with experience in high-net-worth taxation.

Qualifications

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

Responsibilities

• Oversee preparation and timely filing of tax returns.
• Lead tax planning processes and advise on wealth transfer strategies.
• Manage relationships with external advisors and ensure compliance.

Skills

Tax Analysis

Tax Planning

Communication

Leadership

Relationship Management

Education

CPA

JD

MST

Job description

Tax Director (Hybrid - Midtown Manhattan)

Posted 25 days ago • Less than 10 applicants • Be one of the first to apply!

Tax Director (Hybrid - Midtown Manhattan)

• New York, NY
• Westport, CT
• Stamford, CT
• Jersey City, NJ

$200,000 - $250,000/year

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

40 hrs/wk

Permanent (w2)

Remote work partially (75%)

Travel not required

Superpower

Finance

Capabilities

Accounting

Tax

Private client wealth

Preferred skills

Tax Analysis

Tax Planning

Partnership Tax

Tax Compliance

Client Services

Planning

Communication

Relationship Management

Tax Accounting

Private Equity Fund

Private Equity

Investment Trust

Certified Public Accountant

Accounting

Tax Returns

Management

Internal Controls

International Taxation

Retention Period

Trust Laws

Strategic Leadership

Finance

Leadership

Foreign Account Tax Compliance Act

Auditing

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.

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

· Hybrid - 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].