Managing Tax Director – Family Office

A highly respected organisation specialising in providing tailored financial and advisory services to clients with significant wealth and complex financial needs is seeking a Managing Tax Director. The team delivers a wide range of solutions, including accounting, tax compliance, financial strategy, and business management. The organisation fosters a culture of excellence, innovation, and collaboration to ensure clients receive top-tier service and support to achieve their professional and personal goals.

Position Summary

The Managing Tax Director role requires an experienced and detail-oriented professional with exceptional organisational skills, a proactive approach, and the ability to manage multiple priorities in a dynamic environment. The individual in this position must demonstrate strong communication skills and a commitment to working collaboratively with team members to achieve shared objectives.

Key Responsibilities

• Reviewing, overseeing, and preparing complex income tax returns, including Corporations, Partnerships, and Individual filings.
• Ensuring quality control review for all financial statements.
• Managing the planning, compliance, and facilitation of international tax matters, including waivers and tax returns.
• Overseeing and reviewing estimated tax payments.
• Developing, implementing, and maintaining financial and tax reporting policies and procedures.
• Providing oversight and review of:
  • Year-end shareholder bonus processes.
  • Tax preparation workpapers and investment reconciliations.
  • Calculation and distribution of W-2s and 1099s.
  • Tax correspondence and management of tax audits.
  • Quarterly and annual payroll tax returns.
  • Comprehensive tax planning strategies.
• Facilitating entity formation and dissolution processes, including obtaining organisational documents, FEIN applications, and required filings.
• Training and mentoring team members on best practices in tax compliance and reporting.
• Filing annual reports, franchise tax returns, and other required state filings.
• Preparing and reviewing client invoices for tax services.
• Supervising team members in supporting and managing client operations.
• Executing special projects and assignments as directed by leadership.

Required Skills and Qualifications

• Extensive experience preparing and reviewing various types of tax returns, as well as financial statement reviews.
• Proficiency with financial and tax software, including QuickBooks, Excel, and CCH.
• Strong academic background with a BS in Accounting, Finance, or Economics. Advanced degrees such as a Master’s in Taxation or MAcc are preferred.
• Active CPA licence required, with preference given to candidates licenced in TN or CA.
• 15+ years of experience in tax and accounting services, including recent experience serving high-net-worth individuals and managing complex tax matters.
• 10+ years of leadership experience in a family office, business management firm, public accounting firm, or comparable environment.
• Proven ability to commute to and work on-site at the office.

The organisation offers a collaborative and rewarding work environment with opportunities for professional growth. Candidates with a passion for providing exceptional service and a desire to contribute to a dynamic team are encouraged to apply.