Tax Partner

A rapidly growing, privately held multi-family office that serves a select group of ultra-high-net-worth families across generations is looking to bring on TWO Tax Directors/Partners. They are in Stamford, CT and in the office 3x a week.

The two Tax Directors/Partners will lead the tax compliance and advisory function across our client base, working closely with senior advisors, investment professionals, attorneys, and family office executives. One Tax Director/Partner will focus on HNW Individual tax, while the other will focus on partnership tax.

Partnership

• Demonstrate deep knowledge of partnership tax structures, compliance for complex arrangements, tax-efficient income allocation, basis adjustments, and planning for partnership formations, mergers, and acquisitions.
• Provide clients with strategic insights on minimizing tax burdens and maximizing the benefits of partnership tax structures.
• Conduct proactive research and experimentation with new tax strategies, introducing forward-thinking solutions to the firm and clients.
• Serve as the lead advisor on intricate tax matters, guiding clients on tax implications tied to their strategic goals and recommending efficient approaches.
• Work alongside internal specialists to deliver holistic client solutions that balance risk management with tax benefits.
• Consult on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle.
• Supervise, mentor, and develop associates and senior associates, fostering a high-performance team culture.

Individual

• Serve as the firm’s lead tax advisor to HNW and UHNW families, family offices, and private business owners
• Develop and implement tax strategies that align with clients’ long-term goals for wealth preservation, transfer, and philanthropy
• Oversee the preparation and review of complex individual, trust, partnership, and private foundation tax returns
• Advise on entity structuring, investment vehicles, estate and gift planning, and tax implications of liquidity events
• Coordinate with internal investment, legal, and estate planning teams to deliver integrated planning solutions
• Stay current on tax law developments and proactively identify planning opportunities for clients
• Contribute to firm leadership, including new client development, service innovation, and process optimization

Requirements:

10 Years of HNW Individual or Partnership Tax

Experience from a Public Accounting Firm or Family Office Required

CPA, EA, or JD/LLM Preferred