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Tax Director, New York

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About The Opportunity

A financial planning company in New York City is actively seeking an experienced Tax professional for a great Director-level opportunity with their growing staff. In this role, the Tax Director will be responsible for helping to lead and direct the efforts of the company's team of Tax professionals dedicated to providing services to many individual tax clients with primary focus on the Ultra-High Net Worth and related accounts. Apply today!


Financial Planning Company


The Tax Director will:

Serve as subject matter expert and provide seamless service delivery for all tax services for the company's High Net Worth clients and related accounts
Stay current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front
Serve as advocate on behalf of the individuals regarding Federal, State and Local tax issues
Work with colleagues as well as outside tax advisors and counsel to deliver integrated advisory services that exceed client expectations
Establish rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests
Supervise, mentor and develop tax staff in respect the day-to-day delivery of tax services to the client
Oversee the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high net worth individuals and their affiliated entities


15+ years of extensive experience working with High Net Worth Individuals in Tax and/or Family Office environment
Bachelor's Degree in a related field
Tax Consulting and Compliance experience
In-depth familiarity with Tax research techniques and resources
Microsoft Excel proficient
Solid analytical and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized

Desired Skills

Master's Degree in Taxation or Juris Doctorate

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