Tax Director – Finance Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead tax strategy and planning across U.S. federal, state, and international jurisdictions, addressing both individual and entity-level issues.

• Provide direct oversight on individual tax matters, including income, capital gains, and cross-border concerns.

• Offer guidance on residency and domicile planning, considering multi-jurisdictional aspects (both U.S. and international).

• Assist in structuring investments, liquidity events, and distributions tax-efficiently across various asset classes.

• Provide tax insights on private equity, venture capital, real estate, and alternative investments at both the investor and entity levels.

• Structure and supervise partnerships, trusts, holding companies, and special purpose vehicles to achieve broader tax goals.

• Assess tax positions to ensure technical defensibility and alignment with long-term strategies.

• Keep abreast of legislative and regulatory changes and proactively adjust planning strategies accordingly.

• Lead the preparation, review, and oversight of intricate federal, state & local, and foreign tax compliance for individuals, trusts, partnerships, LLCs, and related entities.

• Provide counsel on cross-border tax planning for both individuals and entities, ensuring coordination across multiple jurisdictions.

• Support structuring and planning for the U.S. while considering tax-efficient jurisdictions and pertinent international locations.

• Offer guidance on international reporting, foreign tax credits, and multi-jurisdictional compliance issues.

• Collaborate with local advisors to ensure global tax positions are aligned.

• Oversee tax compliance across individual, partnership, and corporate frameworks, including income tax and information reporting.

• Ensure high-quality, audit-ready documentation and robust internal controls throughout all activities.

• Partner with the Accounting team on tax reporting and provision matters when applicable.

• Maintain adherence to relevant regulatory and governance frameworks.

• Act as the primary liaison for external tax advisors, private banking partners, auditors, and legal advisors.

• Provide direction and oversight to ensure alignment with internal strategies and timely execution.

• Evaluate external recommendations and facilitate decision-making amid competing perspectives.

• Coordinate with various stakeholders to ensure smooth execution of initiatives.

• Actively manage and negotiate fees with external service providers to guarantee competitive pricing, efficiency, and high-quality services.

• Build and lead a high-performing tax function, including the establishment of processes, systems, and external partnerships.

• Promote cross-functional collaboration with Finance, Legal, Treasury, and other key stakeholders.

• Lead complex, multi-threaded initiatives from planning through execution.

• Serve as a trusted advisor to senior leadership on both individual and entity-level tax issues.

• Support a diverse array of ad hoc tax and financial matters in a dynamic environment.

⛳️ Requirements

• Over 12 years of progressive tax experience in a Big Four firm, law firm, private client setting, or similarly complex environment.

• CPA, JD, or Master’s in Taxation (or an equivalent advanced degree).

• Demonstrated experience in advising on individual and entity-level tax planning, including work with private clients or private banking relationships.

• Experience with partnerships, trusts, and investment structures.

• Proficient in cross-border tax planning for both individuals and entities.

• Ability to function both strategically and hands-on across a wide array of tax matters.

• Excellent communication skills, with the capability to articulate complex tax concepts to non-tax stakeholders clearly.

• Proven ability to engage directly with senior stakeholders and operate with a high level of ownership and judgment.

• Comprehensive knowledge of estate, gift, and fiduciary income tax matters.

• Capacity to work independently while juggling multiple priorities and deadlines.

• Demonstrated skill in managing sensitive financial information discreetly and professionally.

• Strong technical knowledge of individual tax law regarding U.S. federal, state, and international tax.

🏝️ Benefits

• Long-term incentives.

• Comprehensive benefits.

• Competitive cash compensation.