Tax Director

Director, Tax & Wealth Strategy | Family Office & Wealth Planning Hybrid schedule (3-4 days in office) Base salary up to $250-$300k + competitive annual bonus opportunity A premier boutique wealth management and family office platform is seeking a Director, Tax & Wealth Strategy to join its specialized Wealth Strategies team. This is a unique opportunity for an experienced tax professional to focus on sophisticated planning matters for ultra-high-net-worth individuals and families while partnering closely with advisors, attorneys, accountants, and other trusted professionals. This role is primarily centered on tax planning and strategy, with additional exposure to trust and estate planning, insurance, lending, liquidity management, business-owner planning, charitable giving, and broader family office advisory services.

Complex financial planningCPA, MST, JD, LL.M., or similar advanced credential preferred. Strong client-facing presence with the ability to simplify complex concepts and serve as a trusted advisor. Existing relationships within the tax, legal, accounting, family office, or wealth advisory community are a significant plus. Why This Opportunity? Highly strategic, planning-focused role with minimal compliance work Direct exposure to ultra-high-net-worth families and sophisticated wealth structures Family office-style environment with broad planning responsibilities beyond tax Significant interaction with clients, advisors, attorneys, and accountants Opportunity to help build and shape a growing wealth strategy platform Strong culture, collaborative team, and excellent quality of life Target Profiles Private Client Tax Directors and Senior Managers from Big 4 or leading regional firms Family Office Tax Advisors Wealth Strategists Trust & Estate Tax ProfessionalsUHNW Planning Specialists Tax Attorneys (JD/LL.M.)CPAs looking to transition into a more advisory, client-facing, and planning-oriented environment________________________________________________________Tax Advisor, Private Wealth & Family Office ServicesNYC | Boston | Philadelphia | Chicago | Charlotte | Hybrid (3 Days In Office) Competitive compensation package with total compensation potential exceeding $350K+A highly respected multi-family office and wealth management platform is seeking an experienced Tax Advisor to join its private wealth team. This role is heavily focused on tax planning, strategy, and client advisory work, partnering with ultra-high-net-worth individuals, business owners, executives, trusts, and family offices on complex tax matters. Unlike traditional public accounting roles, this position offers a consultative environment with no billable hours, significant client interaction, and the opportunity to influence sophisticated tax planning strategies across a diverse client base.