What are the responsibilities and job description for the Vice President, Tax Director position at International Search Consultants?
ISC's team of recruiters has been retained to by a premier multi-family office seeking a highly experienced S / VP Director of Tax to oversee and enhance its tax advisory and compliance functions.
This role is ideal for a tax expert seeking leadership responsibility, strategic influence, and direct client impact in a sophisticated wealth management setting.
This senior leadership role offers the opportunity to work with UHNW individuals, families, and trusts while driving strategic tax planning initiatives.
Key Responsibilities
- Lead the Tax Department, managing a team of professionals across tax preparation, advisory, brokerage 1099 production, IRA form processing, and tax administration.
- Provide expert tax guidance to clients, Client Advisors, and internal teams on individual, trust, estate, and partnership tax matters.
- Develop sophisticated tax models, draft federal and state tax alerts, and create tax planning presentations.
- Oversee coordination with external tax firms, law firms, and regulatory agencies.
- Actively engage in business development, supporting Client Advisors in client meetings and cultivating relationships with prospective clients and referral sources.
- Ensure compliance with federal, state, and local tax laws, including ongoing research on legislative changes such as Secure Act 2.0 and TCJA.
- Supervise corporate tax filings, including state and local returns, and provide strategic insights into tax mitigation strategies.
Qualifications
Compensation & Benefits
