Tax Director -Family office
kforceNew York, NY
Tax Director -Family office
kforceNew York, NY
today
Industries
Tax Preparation ServicesPortfolio Management and Investment AdviceOffices of Certified Public AccountantsAbout the role
Kforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager/Director to oversee a complex, hands-on tax function. This role reports to the Head of Tax and works closely with other accounting and finance colleagues, playing a critical role in managing tax compliance across a diverse portfolio of entities and high-net-worth individuals. Responsibilities: Oversee the full tax compliance lifecycle for partnerships, LLCs, trusts (including foreign structures), and high-net-worth individuals
Manage external CPA firms in the preparation, review, and filing of federal, state, and local tax returns
Coordinate K-1 tracking, estimated payments, extensions, withholding, and informational filings
Maintain the annual tax calendar and ensure all deadlines are met
Handle tax notices, audits, and correspondence with federal and state taxing authorities
Serve as the primary liaison with external advisors and tax service providers
Identify and implement process improvements, enhance documentation standards, and optimize tax tracking/reporting systems
Supervise and mentor 1-2 tax professionalsRequirements 10+ years of progressive tax experience, ideally within private client services, family office, or HNW-focused environments; CPA and/or MST strongly preferred
Deep technical expertise in trust taxation, as well as partnership and individual tax
Proven experience managing external accounting/tax firm relationships across complex, multi-entity structures
Highly organized with strong attention to detail and the ability to manage competing priorities
Demonstrated judgment, discretion, and professionalism in handling sensitive mattersThe pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note:
Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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JOB OVERVIEW
Experience level
Manager
Location
New York, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today
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