Tax Director & Finance Lead

Join our team as a Tax Director & Finance Lead, where you will lead global tax compliance, planning, and advisory matters for individuals, trusts, investment entities, and privately held businesses. You will serve as a key partner to Finance and executive leadership, advising on the tax implications of investments, transactions, and broader financial activities. The ideal candidate will have deep technical expertise in U.S. and international tax, strong operational leadership, and the ability to navigate evolving regulatory landscapes.

• Lead tax planning and strategy across U.S. federal, state, and international jurisdictions, covering both individual and entity-level matters.
• Oversee tax compliance across individual, partnership, and corporate structures, including income tax and information reporting.
• Build and lead a high-performing tax function, including processes, systems, and external partnerships.
• Strong knowledge of estate, gift, and fiduciary income tax matters
• Experience with partnerships, trusts, and investment structures
• Demonstrated ability to manage sensitive financial information with discretion and professionalism
• Proven experience advising on individual and entity-level tax planning, including work with private clients or private banking relationships
• Strong communication skills, with the ability to clearly explain complex tax concepts to non-tax stakeholders
• Demonstrated ability to work directly with senior stakeholders and operate with a high degree of ownership and judgment
• CPA, JD, or Master’s in Taxation (or equivalent advanced degree)
• Ability to operate independently while managing multiple priorities and deadlines
• 12+ years of progressive tax experience in a Big Four, law firm, private client, or similarly complex environment
• Ability to operate both strategically and hands-on across a broad range of tax matters
• Strong technical individual tax knowledge of U.S. federal, state, and international tax
• Experience with cross-border tax planning for both individuals and entities
• Experience supporting private clients, private banking relationships, or investment platforms
• Exposure to alternative investments and complex ownership structures
• Experience with European or other international tax frameworks
• Experience in dynamic, high-growth, or entrepreneurial environments