Director of Tax and Investment Management About the Company Prominent family office Industry Financial Services Type Privately Held About the Role We are looking for an exceptional individual to step into the role of Director of Tax and Investment Management. This senior leadership position within our established family office focuses on critical areas such as tax strategy, investment management, and financial operations. Your expertise will be integral to guiding tax planning initiatives, coordinating with external accounting firms for accurate tax filings, and ensuring compliance across various entities. In this role, you will implement and manage dynamic investment strategies across diverse asset classes, acting as the primary liaison for investment managers and custodians while diligently monitoring asset performance. You will play a pivotal role in multigenerational wealth planning and provide financial guidance to family members. Overseeing charitable giving strategies will also fall under your purview. To be considered, you must possess a CPA certification and at least 7 years of experience in tax and investment management, with a strong preference for professionals who have a background in family or multi-family office environments. Your knowledge of high-net-worth structures, estate planning, and compliance will be essential to your success in this role. The ideal candidate will exhibit discretion, independence, and exceptional organizational skills. You should have the ability to engage directly with financially savvy principals. Additionally, responsibilities include tracking and reporting on cash flow, private equity metrics, and ensuring compliance with financial and legal requirements, all while fostering strong relationships with external advisors. Travel Percent Less than 10% Functions Finance