Tax Director - Wealth Management

Tax Director

Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family.

This position is full time in the office (no exceptions).

Key Responsibilities:

·Manage day-to-day accounting functions and supervise internal staff

·Close books monthly and prepare management reporting packages

·Review financial statements (individuals, partnerships, trusts, and corporate entities)

·Oversee internal controls and implement financial process improvements

·Manage risk management and insurance-related matters

·Prepare and administer operating budgets; present to senior leadership

·Review and approve trust and portfolio-related disbursements

·Serve as liaison among trustees, attorneys, accountants, and family members

·Prepare and consolidate financial statements ...