Tax Director (HNW Planning & Advisory)

Tax Director

We have been engaged by the leadership of an exclusive wealth management/family office firm based in the Denver Boulder area to help identify someone for a newly created Tax Director role.

What makes this Tax Director position so good:

• Strong base compensation plus bonus
• Full suite of non-cash benefits
• Fun, smart and dynamic workplace culture
• No compliance – tax planning and advisory role
• Option to work from Boulder or Denver office
• Opportunity to create your own client focused projects
• Environment where tax is considered a vital part of the overall organization
• Work with a firm that is well known and highly regarded
• Relocation assistance for out of state candidates

 Responsibilities of the Tax Director:

• Tax planning and advisory - no compliance
• Participate in client and internal meetings acting as the firm's in-house tax expert
• 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
• Consulting with the firm’s internal management to help them understand the tax consequences of investment decisions & entity structuring
• Working with in-house trust & estate counsel on value add projects

Preferred background of the Tax Director:

• Minimum of 10 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
• Polished appearance
• Family office or wealth management experience a plus

Qualified candidates might have a title such as:  High Net Worth Tax Director, Tax Advisor, Vice President of Tax, VP of Tax, Tax Consultant, Senior Manager of Tax, Tax Planning Director, Family Office Tax Director, Manager of Tax, etc..