Tax Director

3 Days Old

About the Company: Our client is a family office and investment firm allocating capital across a wide variety of public and private investment strategies and asset classes. The Tax Director will manage traditional tax and family office services for its family shareholders. Responsibilities: Review tax projections, tax packages, and returns of individuals, trusts, and partnerships
Ensure timely and accurate filing of tax returns prepared by a third-party firm
Oversee certain real estate matters including insurance, real estate taxes, record management, payroll, lease agreements, easements and accounting/reporting
Liaise with internal teams and external advisors including attorneys, accountants and bankers to ensure seamless service delivery
Coordinate and manage special projects, including GST exemption planning, aircraft matters, household employment matters and other financial analyses
Assist with the operations of foundation and philanthropic efforts
Monitor tax law changes and advising on potential impacts to financial and tax planning strategies, charitable giving, and estate planning
Act as a point of contact for family members regarding financial and tax matters Requirements: Bachelor’s degree required
8-12 years of related family office experience
Familiarity with the partnership pass through entity tax (PTET) and real estate taxation a plus Salary Range:
$150,000-$200,000
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Location:
New York

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