Senior Director/Family Tax– Northern California

The Senior Director/Family Tax serves as a trusted tax advisor to the family regarding tax matters.  The incumbent is responsible for guiding the family in respect of a myriad of tax issues, including  individual tax, trusts, estate tax, partnership tax, Subchapter S tax, gift tax, and private foundations.  The Senior Director/Family Tax collaborates with Family Office Executives, communicates directly with the family, and manages tax compliance and audits, tax planning, charitable giving, trusts, and generational wealth transfer and other strategies. The incumbent will work with the family and its internal management and external advisors to design and implement the tax strategies that facilitate financial plans that meet the family’s unique circumstances, risk tolerance, goals and objectives.

The responsibilities involve the following: Identify, research and resolve tax issues; Ensure compliance with tax laws and regulations; Ensure tax returns are completed on a timely and accurate basis;  Provide direct and indirect tax support to family members;  Manage the research of tax issues and positions taken by the family; Review tax returns, work papers and research prepared by tax staff;  Build tax models and forecasts taking into account emerging tax issues and analysis;  Collaborate with internal and external parties to gather information, analyze and complete projects;  Proactively identify areas for improvement and implement solutions; and special projects as required by management.

The gravitas, experience and confidence to communicate with and counsel family on sophisticated tax matters is critical.  The ability to provide outstanding judgement on a wide range of family tax matters and develop thoughtful strategies that manage risk is essential in this role. Strong management and organizational skills in coordinating internal and external teams are required.  Excellent written and verbal communication skills are essential.

The Senior Director/Family Tax role requires strong understanding and experience in family wealth planning.  A minimum of 15-20 years of experience in a public accounting firm, law firm, family office, high net worth practice, or any combination of these environments, is required.  A CPA, Masters In Tax is required with a JD, LLM highly desirable.