Tax Director-Family Office

Description

The Tax Director is a senior leadership role responsible for designing and implementing advanced tax strategies for ultra-high-net-worth (UHNW) individuals, families, and family offices. The role combines technical expertise with client advisory and business development support to deliver holistic, innovative, and compliant tax solutions aligned with client objectives and the firm’s Core Values. The ideal candidate is a seasoned tax expert with exceptional interpersonal skills and the ability to translate complex tax concepts into actionable strategies that resonate with clients and advisors.

Requirements

Client Strategy & Advisory

• Provide proactive guidance on tax implications of investment decisions, business transactions, and philanthropic initiatives.
• Develop and implement sophisticated tax strategies for UHNW clients and entities (trusts, partnerships, family offices).
• Advise on income, estate, gift, and generation-skipping transfer tax planning.
• Integrate tax planning with investment, charitable, and estate strategies for holistic wealth solutions.

Business Development Support

• Partner with senior sales professionals during prospect meetings to articulate tax planning value.
• Act as a technical differentiator in competitive situations, helping secure new client relationships.
• Develop and deliver educational content for clients, prospects, and team members on advanced tax planning topics.

Technical Leadership

• Lead internal training sessions to elevate tax knowledge across advisory teams.
• Stay current on federal and state tax laws, regulations, and emerging tax planning techniques.
• Serve as internal resource for advisors and planners on complex tax matters.
• Build and maintain relationships with internal tax compliance team, external tax counsel, and accounting firms.
• Support the tax planning process (intake, annual calendar, deliverables, review cadence, etc.).
• Support the family office tax calendar: estimates, extensions, K-1 tracking, notices, entity deadlines.
• Support with the implementation tools/workflow: tax projection software, client data gathering, secure document flow.
• Review and help create internal standards: memos/templates, strategy playbooks, checklists.
• Help coordinate quarterly/annual tax projections and scenario analysis (liquidity planning, withholding/estimates coordination, etc.).
• Transaction modeling support: business sale, recapitalizations, equity comp, real estate events, charitable structuring.
• Be experienced with State and Local Tax (SALT) Deduction and multi-state planning coordination, even if filing is outsourced.
• Help coordinate with external CPA firms on behalf of clients; establish return review standards and a consistent review memo.
• Identify planning opportunities from returns (carryovers, elections, missed deductions/credits, entity alignment, etc.).
• Be able to assist with IRS/state notices triage and coordination.
• Coordinate with estate counsel/trust officers on fiduciary income tax, trust distribution planning, grantor/non-grantor considerations, and elections (as applicable).
• Integrate entity structuring with investment and estate strategy (family limited partnerships/LLCs, etc.).

Governance & Compliance

• Ensure all tax strategies adhere to ethical, fiduciary, and regulatory standards.
• Contribute to risk management and oversight processes.
• Maintains the highest compliance standards by following firm policies and industry regulations.
• Ensure strategies are documented with assumptions, risks, and “client decision” records.
• Partner with legal/compliance on scope-of-services language. 
• Maintain approved list and standards for external CPAs/tax counsel. 

Conduct

• Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Seeks to continually increase knowledge of biblical financial principles and scripture memory verses to integrate biblical wisdom into client conversations and services and in a manner consistent with Blue Trust’s approach to client counsel.

Qualifications:

• Deep knowledge of estate planning, charitable strategies, and multi-generational wealth transfer.
• Deep experience in tax planning & compliance with UHNW individuals, including the preparing and filing of Form 1040s, Form 1065s, and Form 1041s.
• Broad experience with other tax filing and planning issues beyond the forms mentioned above.
• Exceptional communication and presentation skills; ability to simplify complex tax concepts for clients.
• Proven ability to work collaboratively in a team-oriented, client-first environment.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Personal integrity and ability to handle confidential data discreetly.
• Demonstrates in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
• Desire to serve clients and co-workers with excellence.
• Ability to exercise independent judgment as well as take direction from others.
• Aptitude and passion for learning new things quickly with a strong work ethic.
• Proven technical, analytical, and problem-solving skills.
• Proactive planning and responsiveness to urgent needs.

Education, Experience & Skills:  

• Bachelor’s degree is required, preferably in accounting, finance, or related field; advanced degree in taxation or law preferred.
• Minimum 10+ years in tax consulting for UHNW clients, ideally in a family office, private wealth, or Big 4 environment.
• Experience advising UHNW clients within a Family Office or private wealth environment strongly preferred.

Certifications, Licenses and Registrations: 

• CPA, JD, or LLM in Taxation required; CFP or other advanced planning credentials preferred

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel demands depend upon client base in territory described above, may include frequent travel by car, air, or other reasonable means of transportation, and will approximate 25% of overall work time.