Tax Director - Wealth Management

Job Juncture; Chatham (NJ); On-site; USD 158,000 - 193,000; Full time

Benefits offered by this job

Employer-paid medical plan

SIMPLE IRA with match

Group life insurance

Generous PTO

Family-oriented culture

Job summary

Job Juncture is assisting a private family office in locating a Tax Director to lead high-net-worth tax operations on-site in Chatham, NJ. The role emphasizes strategic tax planning, coordination with trusts and partnerships, and oversight of finance staff.

The candidate will manage internal reporting, interact with external accounting and legal professionals, and contribute to charitable entity governance. CPA and 10+ years in high-net-worth tax are preferred.

Qualifications

• Strong high-net-worth tax experience in private industry or public accounting.
• Experience leading accounting and tax staff.
• Excellent communication and presentation skills.

Responsibilities

• Lead the firm's accounting and tax operations for HNW clients.
• Oversee internal financial reporting and external relationships.
• Supervise accounting staff and mentor junior professionals.
• Coordinate with trusts, partnerships, and charitable entities.

Skills

High-net-worth tax

Leadership

Communication skills

Education

Bachelor's degree in Accounting

CPA

Tools

Microsoft Office Suite

Job description

Tax Director - Wealth Management / Family Office / UHNW

Location: Chatham, NJ (On-site)
Industry: Financial Services / Family Office
Compensation: Base salary up to $175K DOE + bonus (15% target)+ full benefits (100% employer-paid)

Please note: Professionals with HNW tax experience in public accounting who are seeking to transition into private industry are strongly encouraged to apply.

About the Firm
Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family. The office manages a complex and diversified portfolio that includes traditional investments, real estate, private partnerships, and charitable entities. The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise.

Position Overview
Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead the firm's accounting and tax operations. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm's charitable foundation. The Tax Director will also oversee internal financial reporting, manage relationships with external accounting and legal professionals, and supervise internal accounting staff. This is a hands-on, detail-oriented position requiring strong tax and financial acumen along with excellent interpersonal skills.

Qualifications

• Bachelor's degree in Accounting
• CPA required
• 10+ years of relevant accounting experience, with a strong focus on high-net-worth tax
• Experience with high-net-worth clients, trusts, estates, partnerships, and charitable entities
• Supervisory experience with the ability to lead and mentor accounting/tax staff
• Strong communication and presentation skills
• Proficiency with Microsoft Office Suite and relevant accounting/tax platforms
• Trust and estate experience highly preferred
• Enthusiastic, hands-on professional committed to financial stewardship
• 100% employer-paid medical plan
• SIMPLE IRA retirement plan with match
• Group Term Life Insurance
• Generous Paid Time Off
• Warm, family-oriented corporate culture with long-tenured employees