Overview • Support the tax affairs of high-net-worth individuals, trusts, estates, and personal investment entities within a dynamic tax department. • Collaborate with external accounting firms, estate-planning counsel, trustees, and advisors to ensure accurate and compliant tax management. • Oversee tax compliance, planning strategies, and reporting for complex financial structures and multi-jurisdictional entities. • Develop and implement efficient processes for tax reporting, document management, and internal controls. • Monitor tax law developments and evaluate planning opportunities to optimize tax strategies. • Coordinate annual tax projections, estimated payments, and cash planning for high-net-worth individuals. • Participate in strategic tax initiatives, succession planning, and special projects related to family office operations. • Provide expert guidance on entity structuring, investment tax considerations, and private transaction planning. • Enhance workflows using advanced technology tools, including AI, to improve efficiency and quality. Key Responsibilities & Duties • Coordinate and manage tax compliance for individuals, trusts, estates, partnerships, and related entities. • Assist in estate, gift, and trust planning strategy implementation and administration. • Review tax returns prepared by external accounting firms for accuracy and completeness. • Liaise with external advisors, attorneys, and trustees on wealth planning matters. • Monitor tax law changes and evaluate their impact on planning opportunities. • Coordinate tax projections, estimated payments, and cash planning activities. • Support trust distributions, gift tax reporting, and wealth transfer initiatives. • Maintain tax calendars, filing deadlines, and documentation across jurisdictions. • Develop and improve internal processes for tax reporting and document management. Job Requirements • Bachelor's degree in Accounting or Taxation; Master's in Taxation preferred. • CPA license strongly preferred. • 7–10 years of experience in Private Client Services, High Net Worth Tax, or Family Office. • Expertise in individual, estate, gift, GST, trust, and fiduciary tax. • Familiarity with hedge fund/asset management flow-through pickup preferred. • Advanced technology skills, including Excel and AI tools for tax workflows. • Strong analytical, organizational, and project management abilities. • Exceptional interpersonal and communication skills with discretion and professionalism. • Ability to manage multiple priorities with attention to detail.