Tax Director, Family Office
On-site · United States
Core
Lead relationship manager for ultra-high-net-worth families, providing strategic guidance on wealth preservation, tax planning, estate planning, and family governance.
Role type
Senior IC tax director (family office)
Builds
Customized family office service plans and complex client projects (business transitions, liquidity events, estate settlements, philanthropy, real estate)
Domain
Wealth management / Private client advisory
Deliverable
client delivery
Required skills
tax planning, estate planning, trust structures, wealth transfer strategies, household finance oversight, complex financial analysis, team leadership, business development
Preferred skills
CPA, CFP, CFA, JD, managing referral networks, establishing operating procedures