Tax Director - Financial Services - NYC

• Oversee, review, and sign individual, trust, gift, partnership, and corporate multistate tax returns, ensuring accuracy and timely filing.
• Lead quarterly and annual tax projections, planning discussions, and strategic recommendations for assigned families.
• Serve as the primary tax and family office lead, managing communications, deliverables, and client expectations.
• Coordinate with accounting and investment teams to monitor cash needs and ensure liquidity for upcoming obligations.
• Review quarterly financial reports to confirm they accurately reflect each client's full financial picture.
• Partner with internal teams to prepare and present materials for quarterly family meetings; attend meetings virtually or in person.

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.