Demo

Senior Vice President, Tax Director

International Search Consultants
San Diego, CA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/19/2025

Join a dynamic team at a large Family Office as the S / VP, Director of Tax , where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes.

Strong leadership and communication skills are essential to excel in this role.

As a key leader in the organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department and collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice.

Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.

Educational Qualifications :

  • Bachelor’s degree in a related field
  • Master’s degree in taxation or a Juris Doctor (JD) is preferred
  • CPA is mandatory.

Experience Requirements :

  • A minimum of 12 years of relevant experience
  • Experience with UHNW clientele is required
  • Big Four accounting is highly preferred.
  • Comprehensive knowledge of federal, state, and local tax laws, especially concerning trusts, individuals, pass-through entities, and gift and estate taxes.
  • Personal Attributes :

  • Excellent interpersonal skills and a strong client service and business development focus.
  • Effective communicator, both verbally and in writing.
  • If you're passionate about delivering top-tier tax expertise to high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.

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