Tax Director (HNW Planning & Advisory)

Boulder, CO

Posted: 11/08/2019 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $150,000 -200,000 + Bonus
Tax Director (HNW Planning & Advisory)
We have been engaged by the leadership of an exclusive wealth management/family office firm based in Boulder to help identify someone for a newly created Tax Director role.
The Position:
  • Tax planning and advisory - no compliance
  • Draft white papers and client correspondence communicating technical issues using professional, yet understandable, language
  • Working with HNW clientele that have complex tax issues involving alternative investments
  • Participate in client and internal meetings acting as the firm's in-house tax expert
  • Consulting with the investment firms internal management to help them understand the tax consequences of investment decisions
  • Working with in-house trust & estate counsel on value add projects
The Benefits:
  • Strong compensation plan including bonus
  • Fun, smart and active workplace culture
  • No compliance
  • Opportunity to customize this role to be of maximum service to clients
  • Environment where tax is considered a vital part of the overall organization
  • Minimum of 8 years of tax experience working with HNW individuals and/or alternative investments
  • Significant experience with tax planning and consulting
  • Strong tax technical skills and ability to communicate technical issues in a professional and relatable manner
  • Creative problem solver with ability to think outside the box
  • Professional appearance and demeanor

Jay McCauley
Managing Director and Senior Recruiter

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