Director, UHNW Tax Strategy

About the role

Our Client's Family Office is seeking a Tax Director to lead advanced tax planning for UHNW clients and families. You’ll design and implement sophisticated tax strategies, support complex transactions, and act as a key technical resource for advisors—while working in a faith-based environment that integrates biblical financial principles into client counsel.

This is a senior, highly consultative role focused on strategy, modeling, and coordination, not production-level tax prep, though a strong background in compliance is essential.

What you’ll do

Client strategy & advisory

• Provide proactive guidance on tax implications of investment decisions, business transactions, and philanthropic initiatives.

• Develop and implement sophisticated tax strategies for UHNW clients and entities (trusts, partnerships, family offices).

• Advise on income, estate, gift, and generation-skipping transfer (GST) tax planning.

• Integrate tax planning with broader investment, charitable, and estate strategies to deliver holistic wealth solutions. 

Business development support

• Partner with Senior Advisors and senior sales professionals in prospect meetings to articulate tax planning value.

• Serve as a technical differentiator in competitive situations, helping secure new client relationships.

• Develop and deliver educational content (presentations, memos, training) for clients, prospects, and internal teams on advanced tax topics.

Technical leadership & execution

• Lead internal training to elevate tax knowledge across advisory teams.

• Stay current on federal and state tax laws, regulations, and emerging planning techniques.

• Act as an internal resource on complex tax matters; build and maintain relationships with:

  • Internal tax compliance team

  • External tax counsel and accounting firms

• Support and refine tax planning processes and workflows, including:

  • Tax planning intake, annual calendar, deliverables, and review cadence

  • Family office tax calendar: estimates, extensions, K-1 tracking, notices, entity deadlines

  • Use of tax projection software, client data gathering, and secure document flow 

• Provide transaction modeling and scenario analysis for:

  • Business sales, recapitalizations, equity compensation events

  • Real estate transactions and charitable structuring

  • Liquidity planning, withholding/estimates coordination

• Review and help create internal standards:

  • Memos/templates, strategy playbooks, checklists

  • Return review standards and consistent review memos for external CPA work

• Coordinate with external CPA firms on behalf of clients; identify planning opportunities from returns (carryovers, elections, missed deductions/credits, entity alignment).

• Assist with IRS and state notice triage and coordination.

• Coordinate with estate counsel/trust officers on fiduciary income tax, trust distribution planning, grantor/non-grantor considerations, and elections.

• Integrate entity structuring (FLPs, LLCs, etc.) with investment and estate strategy. 

Governance & compliance

• Ensure all tax strategies adhere to ethical, fiduciary, and regulatory standards.

• Contribute to risk management and oversight processes.

• Maintain the highest compliance standards by following firm policies and industry regulations.

• Ensure strategies are well documented, including assumptions, risks, and client decision records.

• Partner with legal/compliance on scope-of-services language and maintain an approved list and standards for external CPAs/tax counsel. 

Conduct & faith integration

• Approach work, interactions, and relationships in a manner consistent with the company’s Core Values.

• Seek to continually increase knowledge of biblical financial principles and relevant scripture, integrating biblical wisdom into client counsel in a way consistent with Blue Trust’s approach. 

What we’re looking for

Technical & domain expertise

• Deep knowledge of estate planning, charitable strategies, and multi-generational wealth transfer.

• Significant experience in tax planning and compliance for UHNW individuals, including:

  • Form 1040 (individual)

  • Form 1065 (partnership)

  • Form 1041 (fiduciary)

• Broad exposure to other filing types and complex planning issues beyond those forms.

• Experience with SALT deduction and multi-state planning coordination, even if filings are outsourced. 

Skills & competencies

• Exceptional communication and presentation skills; able to simplify complex tax concepts for clients and advisors.

• Strong organizational skills, attention to detail, and ability to manage multiple high-priority projects.

• Proven ability to work collaboratively in a team-oriented, client-first environment.

• High personal integrity and ability to handle confidential data discreetly.

• Demonstrates in-depth knowledge of relevant biblical passages on money and finances and can integrate that understanding into client counsel.

• Desire to serve clients and co-workers with excellence.

• Ability to exercise independent judgment while also taking direction when appropriate.

• Strong technical, analytical, and problem-solving skills; proactive and responsive to urgent needs. 

Education & experience

• Bachelor’s degree required, preferably in accounting, finance, or a related field.

• Advanced degree in taxation or law strongly preferred (e.g., MTax, JD, LLM in Tax).

• Minimum 10+ years in tax consulting for UHNW clients, ideally in a family office, private wealth, or Big 4 environment.

• Experience advising UHNW clients within a Family Office or private wealth setting strongly preferred. 

Certifications & licenses

• CPA, JD, or LLM in Taxation required.

• CFP® or other advanced planning credentials preferred. 

Other requirements

• Ability and willingness to travel (approximately 25% of overall work time) by car, air, or other reasonable means, depending on client base and territory.