Tax Director, Multi Family Office

Tax Director Multi-Family Office

A leading wealth management and multi-family office organization is seeking an experienced Tax Director to lead a local tax team supporting high-net-worth and ultra-high-net-worth individuals, families, and business owners.

This is an excellent opportunity for a tax professional who enjoys the technical side of tax compliance but is also looking for meaningful leadership, recruiting, business development, and long-term advancement opportunities outside of the traditional public accounting environment.

The position is open due to the upcoming retirement of a long-tenured leader and offers the opportunity to step into an established team with significant room for continued growth.

Key Responsibilities

• Lead and mentor a small local tax team, providing technical guidance, coaching, and career development.
• Serve as a key liaison between the local team, Senior Director, and Head of Tax.
• Oversee complex tax compliance engagements for multi-family office clients and high-net-worth individuals and families.
• Provide strong technical leadership and serve as a trusted resource for complex tax matters.
• Assist with recruiting, hiring, onboarding, and developing tax professionals as the organization continues to expand.
• Participate in business development and relationship-building initiatives with clients and prospective clients.
• Help establish and improve processes as the tax organization continues to scale.
• Collaborate with professionals across the broader wealth management and family office organization.
• Contribute to the strategic direction and continued growth of the tax practice.

Ideal Background

• 10+ years of tax experience, ideally with a strong background in public accounting, private client services, family office, or a similar environment.
• Strong technical tax knowledge and experience overseeing complex compliance work.
• Demonstrated leadership and people-management experience.
• Ability to recruit, develop, and retain high-performing tax professionals.
• Strong communication and relationship-building skills.
• Business development experience or an interest in developing client relationships.
• CPA or other relevant professional credential preferred.

Why Consider This Opportunity?

• $200,000-$250,000 base salary depending on experience
• 20-30% bonus potential
• Opportunity for a Partner-level career path
• Unlimited PTO
• Primarily in-office environment: 4 days per week in the office, with Fridays remote and additional flexibility during busy season
• Opportunity to lead a growing local team while working closely with senior tax leadership

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.