JCW Group · 5 days ago
Family Office Tax Director
NYC Metro Area
Full-time
Onsite
Director/Executive
$200K/yr - $250K/yr
8+ years expJCW Group is seeking a Tax Director for their Family Office in New York, NY. The Tax Director will oversee all aspects of tax planning, compliance, and strategy for high-net-worth individuals and their entities, ensuring efficient and compliant tax operations while advising on complex transactions and long-term wealth strategies.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Fiona Miles
Responsibilities
Oversee and review all federal, state, and local tax filings for individuals, partnerships, trusts, foundations, and investment entities
Manage annual tax compliance and estimated tax payments, coordinating with external advisors as needed
Provide proactive tax planning and structuring advice to optimize after-tax returns and long-term wealth transfer strategies
Lead year-end planning and support investment and estate planning initiatives
Analyze and advise on the tax implications of investment transactions, real estate acquisitions, and partnership structures
Maintain strong relationships with outside tax advisors, attorneys, and financial institutions
Qualification
Required
CPA or JD/LL.M. in Taxation required
8+ years of relevant tax experience, ideally within a family office, private client services group, or public accounting firm with a focus on HNW individuals and family entities
Deep knowledge of partnership, trust, and estate tax law, and experience with multi-state filings
Proven ability to communicate complex tax issues clearly and effectively to non-technical audiences
Collaborative mindset with the ability to manage competing priorities in a fast-paced environment
High degree of discretion, integrity, and professionalism
Company
JCW Group
JCW Group is a recruitment company that offers talent solutions to businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jamie Woods
Founder / Chairman
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