Associate Tax Director - Family Office - REMOTE

New York, New York Permanent USD150,000 - USD170,000 per year
  • Opportunity to work and grow within a well-known Family Office
  • Great health benefits + Competitive Base + Bonus

About Our Client

My client is a well-known family office based in NYC. They are a smaller, more collaborative tax team.

Job Description

Responsibilities:

  • High-net-worth tax compliance
  • Review partnership, trust, and corporate multistate tax returns
  • Lead the tax and family office services for assigned families
  • Train the family office team
  • Participate in business development and on board new clients
  • Involvement with estate & financial planning, philanthropy, and entity selection/structuring

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

Qualifications:

  • 8+ years of experience within the space (HNW tax compliance)
  • Bachelor's Degree in Accounting required, Master's of Taxation a plus
  • CPA required, CFP a plus
  • Strong and effective communicator

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k
  • REMOTE! - ideally located on the East Coast
Contact
Samantha Russo
Quote job ref
JN-052024-6438658

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Business Services
Location
New York
Contract Type
Permanent
Consultant name
Samantha Russo
Job Reference
JN-052024-6438658