Tax Director - Wealth Management
4 Days Old
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
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- Location:
- Chatham, NJ, United States
- Job Type:
- FullTime
- Category:
- Finance