Tax Director

Overview

We are seeking an experienced Tax Director to lead and oversee all tax functions for a sophisticated family investment office backed by permanent capital that invests across the capital structure — including private and public companies, technology, software, financial services and a diversified set of alternative assets. The Tax Director will be a strategic partner to senior leadership, supporting investment decision-making with best-in-class tax planning, compliance, risk mitigation and reporting.

This role is ideal for a self-starter who enjoys working in a high-engagement, entrepreneurial environment with long-term investment horizons and complex structures.

Key Responsibilities

• Strategic Tax Planning & Investment Support
- Develop and implement proactive tax strategies for the family office and its investment vehicles, aligned with long-term capital and philanthropic objectives.
- Advise on tax structuring for investments across public and private markets, including direct equity, debt, convertible instruments and complex securities.
- Partner with the investment team to evaluate tax considerations during due diligence, transaction structuring, exits and reinvestment decisions.

• Compliance & Reporting
- Oversee and ensure accurate, timely filing of all federal, state, local, and international tax returns for entities including partnerships, corporations, LLCs and trusts.
- Manage partnership tax reporting, K-1 preparation, and tax allocations tied to multi-jurisdictional investment structures.
- Ensure compliance with information reporting regimes, including FATCA and withholding requirements.
- Lead tax audits and coordinate with external accountants and advisors.
- Assess and monitor tax risks across investment portfolios and operations.

• Process, Controls & Technology
- Build and enhance tax processes, internal controls and documentation.
- Partner with finance and accounting teams to integrate tax planning into reporting workflows.

• Relationship & Advisor Management
- Serve as primary tax liaison with external advisors and counsel.
- Communicate complex tax matters clearly with principals and senior stakeholders.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance or related field; CPA strongly preferred; JD or MST a plus.

• 10+ years of progressive tax experience.

• Deep expertise in partnership taxation and alternative investments.

• Strong communication skills and ability to operate in a lean environment.

Why This Opportunity

• Direct impact on tax strategy for a permanent-capital investment organization.

• Exposure to diversified public and private investments.

• Highly autonomous role with senior-level visibility.

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