Family Office Head of Tax

The Family Office Head of Tax plays a strategic leadership role within the multi-family office, overseeing all aspects of team leadership and building, tax planning, compliance, and risk management. This position is responsible for ensuring that the family office clients' wealth is preserved and optimized through proactive and efficient tax strategies. The ideal candidate will bring deep technical tax expertise, strong leadership capabilities, and the ability to coordinate seamlessly with legal, financial, and estate planning advisors.

Key Responsibilities

Oversight of Tax Compliance

· Oversee preparation and timely filing of all relevant tax returns (individual, trust, estate, partnership, corporate).

· Ensure compliance with IRS and international tax reporting (FBAR, FATCA, 3520, 5471).

· Manage estimated tax payments and year-end filing strategies.

· Maintain document retention protocols and audit readiness.

Tax Planning & Advisory

· Lead tax planning processes, including income projections, gifting, charitable giving, and estate reviews.

· Evaluate tax impact of investments, transactions, and structuring decisions.

· Advise on generational wealth transfer and estate tax minimization strategies.

· Provide tax analysis for major family decisions (e.g., philanthropy, relocation).

Team & Advisor Coordination

· Grow the multi-family office through hiring staff and building the team.

· Supervise internal tax personnel and collaborate with the finance team.

· Manage relationships with external advisors, CPAs, and legal counsel.

· Evaluate advisor performance and ensure quality execution of tax strategy.

· Act as primary tax contact for family members.

Risk Management & Audit Support

· Assess tax risks and implement risk mitigation strategies.

· Lead responses to IRS or state audits and inquiries.

· Ensure strong internal controls and maintain audit documentation.

· Improve compliance and workflow processes through automation and best practices.

Qualifications

· CPA, JD, or MST preferred.

· 15+ years of relevant tax experience, ideally including high-net-worth individuals, trusts, private entities, private equity, venture capital, real estate and public markets

· Experience in family office, wealth management, and/or private client services a must.

· Strong understanding of HNW, estate, gift, and partnership taxation.

· Excellent analytical, leadership, and communication skills.