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Senior Tax Director

  • Compensation: $300,000.00 - $500,000.00 Per Year Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #20605


A long-standing finance and tax consulting firm is seeking a Senior Tax Director to lead and direct the efforts of a team of tax professionals dedicated to providing services to individual tax clients with primary focus on the ultra-high net-worth and related accounts. 


  • Supervising, mentoring, and developing junior managers and tax staff in all matters including the day-to-day delivery of tax services to our clients.

  • With a vision for growth, developing and executing strategy for achievement of practice expansion in the Ultra-High Net Worth (UHNW) space, and continued development of external relationships (professional groups, attorneys, investment advisors, insurance advisors, private bankers, etc.

  • Establishing meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests.

  • Working with colleagues as well as outside tax advisors and counsel to deliver integrated advisory services.

  • Staying current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front.

  • Serving as advocate on behalf of the clients regarding federal, state and local tax issues.

  • Representing clients before tax authorities.

  • Overseeing the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high-net-worth individuals and their affiliated entities.

  • Analyzing all significant transactions/acquisitions, JVs and alliances for the purpose of developing and recommending cost-effective individual tax structures (provide creative input regarding structure and assist in negotiations).

  • Providing analyses of financial, gift, estate, and income tax issues of ultra-high net worth individuals and families.

  • Overseeing the research and interpretation of the Internal Revenue Code and various State Tax Codes.

  • Managing ad hoc projects with complex tax and cash flow related analysis.


  • CPA with M.S. in Tax preferred, or JD with LLM in Tax desirable.

  • At least 20 years of extensive experience working with ultra-high net worth individuals in a tax and/or family office environment.

  • Notable tax consulting and compliance experience; in-depth familiarity with tax research techniques and resources.

  • Excellent client service approach, strong consultative skills and a service mind-set while delivering advice as more than a tax adviser.

  • Must possess strong organizational and analytical skills, general/broad knowledge of economic business conditions and ability to work on multiple projects at once.

  • Strong interpersonal and communication skills, both oral and written, with an ability to prepare detailed planning memoranda as well as to provide simple explanations to clients (e.g., non-tax specialists).

  • Self-starter with the ability to excel in a fast-paced, high-energy, high-touch environment.

  • Strategic and tactical thinker with vision and foresight to conceptualize innovative approaches and technical prowess to execute same.

  • Familiarity with partnerships and other flow-through entities.

  • Ability to develop, mentor and grow professional staff.

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