Tax Director

• Monitoring and continuously upgrading our tax policies and procedures to ensure performance, efficiency and compliance.
• Continuously working with our IT Director to optimize adoption of technology enhancements, improved information reporting, and securing confidentiality of proprietary data.
• Coordinating tax planning in conjunction with the Family Office General Counsel and outside tax advisers.
• Coordinating and leading internal and external teams to achieve Family Office initiatives.
• Recruiting, developing, and retaining high performing personnel with the help of our HR function.
• Assisting with ongoing multi-generational estate & gift tax planning for Company Ownership in conjunction with our Family Office General Counsel and with outside estate planning legal counsel.
• Working with Company Ownership to set and achieve goals.
• Coordinating and managing tax efficiency across the Family Office including evaluating after tax returns on various investment alternatives and overseeing and budgeting for estimated tax payments across the Family Office in conjunction with the Family Office CFO and outside financial advisers.
• Fostering a positive and high performing culture across the Family Office and the ICD family of companies.
• Overseeing all outside tax advisers regarding specialty advice which may include, Tax Free Exchanges, Opportunity Zones, Tax Credits, Foreign, SALT, and other similar areas with a focus on strategic direction, tactical execution, and cost containment.

The Family Office Tax Director will play a critical role in overseeing the tax compliance and tax planning for our operating businesses, real estate development, and property management activities, while providing strategic direction and tactical execution for tax planning and tax compliance initiatives of the Family Office. Among other things, this includes ultra-high net worth individual, “C” & “S” corporate, partnership, tax exempt, and fiduciary federal income tax planning and compliance as well as State & Local Tax and Estate and Gift Tax planning and compliance. The ideal candidate will have a strong background in ultra-high net worth individual, real estate and general business tax planning and compliance, family office experience, experience in the management of internal staff, and experience with management of outside professionals including but not limited to outside lawyers, accountants and consultants as it relates to tax planning and compliance for the Family Office.

• Substantial experience with Microsoft Office suite including most notably Excel.
• Ability to be in the office on a full-time basis.
• Lifetime learner and able to quickly get up to speed on new initiatives.
• General knowledge of foreign income disclosure and reporting is a plus.
• Proficiency with Microsoft GP and Lacerte Tax strongly preferred.
• Experience working in or with a Family Office is preferred with adaptability and flexibility to shift projects and balance priorities.
• Strong general business tax experience preferably across a range of industries.
• Strong real estate tax experience ideally in all dimensions including acquisitions, dispositions, property development, property management and ownership structuring across a range of property types.
• Excellent analytical skills and attention to detail.
• Certified Public Accountant designation highly desired and preferably a Masters or other degree in Tax, Accounting, Finance, Real Estate, or a related field.
• Minimum of 10+ years of experience representing or working for entrepreneurial closely held enterprises or Family Offices, with at least 2 years in a leadership role at a CPA firm, or Family Office or internally at a closely held business.
• Effective communication and people skills, with the ability to work collaboratively in a team environment.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.

• Generous Paid Time off to help you rest, recharge, and take care of what matters most
• Basic Life and AD&D insurance with elective additional coverage for you, your spouse, or children
• Parental Leave for both primary and secondary caregivers
• Mental wellness benefits including Headspace meditation app subscription and access to our Employee Assistance Program
• Health, dental, and vision insurance with tax-advantaged FSA and HSA account options
• Retirement benefits including 401k plan with attractive employer match
• Discretionary annual performance bonus
• Short-term and long-term disability coverage for long-term financial stability
• A competitive salary range estimated at $110,000-$135,000+ per year for this position. (Final compensation may vary based on experience, skills, and qualifications)