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Tax Director - Financial Services - NYC

New York, New York Permanent USD180,000 - USD210,000 per year Hybrid working View Job Description
The Tax Director will be responsible for reviewing individual, gift, trust, partnership, and corporate multistate tax returns. Also, this role will be a key part within the tax leadership team.
  • Join a growing wealth management firm
  • Enjoy a flexible hybrid schedule

About Our Client

Our client is a rapidly growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. Additionally, they have over 20 offices across the US.

Job Description

  • Oversee all aspects of tax compliance and planning for the organization.
  • Develop and implement tax strategies to optimize financial outcomes.
  • Manage and mentor a team of tax professionals to ensure efficiency and accuracy.
  • Monitor and interpret changes in tax regulations to ensure compliance.
  • Collaborate with other departments to support business objectives and strategies.
  • Prepare and review tax filings, ensuring timely and accurate submissions.
  • Provide guidance on tax-related matters to senior management and stakeholders.
  • Identify opportunities for process improvement within the tax function.

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

A successful Director, Tax should have:

  • A Bachelor's Degree in Accounting or related field, Master in Taxation preferred.
  • 10 years of working experience serving high net worth families or family office services experience.
  • CPA required, CFP preferred.
  • Exceptional problem-solving skills.
  • Excellent communication skills.
  • Proficiency with tax software and financial systems.

What's on Offer

  • Competitive base salary ranging from $180,000 - $210,000 per year commensurate with experience
  • Comprehensive health benefits
  • Generous PTO to maintain work-life balance
  • Access to a 401(k) retirement plan with employer contributions



Take the next step in your career as a Director, Tax in the financial services industry. Apply today to be part of a growing firm where your expertise will make a significant impact.

Contact
Olivia Matteo
Quote job ref
JN-012026-6926421

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Financial Services
Location
New York
Contract Type
Permanent
Consultant name
Olivia Matteo
Job Reference
JN-012026-6926421
Job Nature
Hybrid working