Tax Director, UHNW Family Office

Tax Director Opportunity

Katie Weigel with Robert Half Finance and Accounting is working with a Reno based Family Office to identify a Tax Director to join their dynamic and growing organization. In this role, the Tax Director is responsible for the review or preparation of tax forms, elections, and statement disclosures. They will be responsible for the timely and accurate preparation and review of returns and estimated tax payments, actively participate in the development and implementation of tax strategies to minimize tax liability, and prepare and conduct advance level tax research. The Tax Director will also participate in tax planning for trusts, beneficiaries, and other related accounts / entities in conjunction with outside counsel, accountants, and internal staff members. The tax director will provide guidance to the Finance team and Operations to record transactions properly for accounting and tax purposes. The tax director will also advise and assist other members of department staff on various transactions and trust accounting issues. To be considered for this role, candidates are required to be an active CPA plus a minimum of 7 years of tax experience in individual, trust, estate, and gift tax areas. Candidates must also have excellent interpersonal and communication skills and the ability to work effectively with a diverse group of people. This private family office offers a very robust benefits package that includes above average medical benefits, bonus, generous time off policy, and many other compelling perks. The company has a very talented and tenured team, and offers a great environment to grow your skills and career. If you meet the above qualifications and would like to be considered for this opportunity, please apply today!

Requirements

Active CPA certification or equivalent qualification demonstrating attention to detail.

Minimum of 7 years of experience specializing in tax.

Proven expertise in corporate, individual, partnership, and trust tax returns.

Strong knowledge of tax laws and regulations with the ability to conduct advanced tax research.

Excellent interpersonal and communication skills to effectively collaborate with diverse teams and external stakeholders.

Demonstrated ability to manage multiple priorities and maintain high accuracy under tight deadlines.

Strategic thinking skills with a proactive approach to tax planning and compliance.

Proficiency in tax preparation software and financial systems.