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Tax Director #28547

Tax Director 

Salary: $175K - $200K

Experience in trust and individual taxation with a family office or fiduciary services provider, experience in the creation and implementation of efficient tax planning strategies for high net worth individuals, experience in tax consequences associated with foreign trusts, estates and investment vehicles, and experience in the application of income/estate/gift tax treaties and the tax implications of cross-border financial transactions required

A well-known financial services firm is looking to hire a Tax Director to join their multi-family office. This high-profile position will provide leadership, management, training, and development to all department members.

Responsibilities

  • Tax Director will lead, motivate, and challenge staff comprised of tax professionals possessing a wide range of skill level, experience and professional achievement
  • Organize, coordinate and assign work assignments and projects ensuring quality service is provided to the Trustees and their clients
  • Identify and recommend process improvements to enhance productivity and level of client relations/service
  • Develop working relationships and interact regularly with Trustees in an advisory capacity with existing and potential clients to assist with complex tax planning concepts and solutions
  • Attend and speak at Executive Committee and Trustee meetings regarding tax issues as needed
  • Assume responsibility for monitoring and controlling area activities, establishing work standards and making recommendations regarding performance appraisal, salary adjustments, training and development and related personnel actions
  • Partner with Human Resources on recruiting efforts to select, onboard, train, and develop talent
  • Partner with Client Services and Fiduciary Risk Management Committees to strengthen fiduciary knowledge across multiple departments
  • Keep abreast of major tax law changes, taking a proactive approach
  • Network with outside tax and legal professionals regarding client and office matters as needed
  • Maintain knowledge of and aptitude for technical systems, essential to ensuring efficient delivery of a wide range of high-quality tax related services
  • Negotiate vendor contracts, rates and services; liaise with all vendor relationships
  • Participate as a member of the Management Team; engage in joint problem-solving activities and inter-department projects, often times in areas not directly affecting the Tax Department
  • Support Compliance on all necessary and appropriate requirements of the SEC, SSAE16, and New Hampshire Bank Audit
  • Partner with Finance on developing and managing department budget; reforecast to meet office requirements
  • Negotiate vendor contracts, rates and services; Liaise with all vendor relationships

 Requirements

  • LL.M. degree strongly preferred
  • Experience in trust and individual taxation with a family office or fiduciary services provider, experience in the creation and implementation of efficient tax planning strategies for high net worth individuals, experience in tax consequences associated with foreign trusts, estates and investment vehicles, and experience in the application of income/estate/gift tax treaties and the tax implications of cross-border financial transactions
  • Master technical skills including MS Office, with an aptitude for learning other industry-related applications and databases as needed such as ProFx, OneSource, AddVantage, etc.
  • Outstanding organizational skills combined with persistence and good problem-solving skills

Categories: Direct Hire| Accounting and Finance Jobs, Region| Metro Boston - Massachusetts

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BPTW 2020
BPTW 2019

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