Tax Director (Wealth Management firm) Position Available In Morris, New Jersey

Tax Director (Wealth Management firm) (OOJ – 36972) 150000-175000 / US Dollars / Annual Salary NPAworldwide Recuitment Network update Last updated: Jun/16/2025
Job Description Tax Director – Wealth Management / Family Office /

UHNW Location:

 Chatham, NJ (On-site)

Industry:

 Financial Services / Family Office

Compensation:

 Base salary up to $175K DOE + bonus (15% target)+ full benefits (100% employer-paid) Please note: Candidates in public accounting (Manager, Senior Managers or Directors) who are exceptionally motivated to contribute and learn are encouraged to apply) About the Firm
Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family. The office manages a complex and diversified portfolio that includes traditional investments, real estate, private partnerships, and charitable entities. The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise. Position Overview
Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead the firm’s accounting and tax operations. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm’s charitable foundation. The Tax Director will also oversee internal financial reporting, manage relationships with external accounting and legal professionals, and supervise internal accounting staff. This is a hands-on, detail-oriented position requiring strong tax and financial acumen along with excellent interpersonal skills. Key Responsibilities Tax Planning & Compliance Prepare quarterly federal and state estimated tax payments for individuals, trusts, estates, and a private foundation
Prepare and review year-end tax schedules for submission to outside tax advisors
Oversee tax return preparation and conduct final reviews
Perform advanced tax research and planning; resolve complex tax issues
Maintain and update tax-basis spreadsheets across various entities (LLCs, S-Corps, partnerships, trusts)
Draft tax-related correspondence to Trustees
Manage relationships with outside tax firms
Utilize tax software: BNA Tax Planner, UltraTax, TaxAct Accounting & Financial Operations Manage day-to-day accounting functions and supervise internal staff
Close books monthly and prepare management reporting packages
Review financial statements across individuals, partnerships, trusts, and corporate entities
Oversee internal controls and implement financial process improvements
Manage risk management and insurance-related matters
Prepare and administer operating budgets; present to senior leadership
Review and approve trust and portfolio-related disbursements
Serve as liaison among trustees, attorneys, accountants, and family members
Prepare and consolidate financial statements for LLCs
Calculate and manage partner/beneficiary distributions
Oversee banking relationships and accounts payable processes
Utilize accounting software: Accounting CS, Fixed Assets CS, PortfolioCenter (Envestnet)

Qualifications:

Qualifications Bachelor’s degree in Accounting
CPA required
10+ years of relevant accounting experience, with a strong focus on high-net-worth tax
Experience with high-net-worth clients, trusts, estates, partnerships, and charitable entities
Supervisory experience with the ability to lead and mentor accounting/tax staff
Strong communication and presentation skills
Proficiency with Microsoft Office Suite and relevant accounting/tax platforms
Trust and estate experience highly preferred
Enthusiastic, hands-on professional committed to financial stewardship Benefits 100% employer-paid medical plan

SIMPLE IRA

retirement plan with match
Group Term Life Insurance
Generous Paid Time Off
Warm, family-oriented corporate culture with long-tenured employees
Why is This a

Great Opportunity :

Private family office staffed by topnotch professionals, offers great work-life balance and excellent benefits. Wonderful opportunity for CPA or tax pro looking for stable, long-term position.

Pay Type:

Annual Salary

Pay Rate:

150000-175000

Currency Type:

US Dollars Visa sponsorship provided:
No

Location:

Chatham, NJ, New Jersey, USA

Remote Status:

No Remote

Pay Type:

Annual Salary

Salary:

150000-175000 / US Dollars

Occupational Categories:

Accounting/ Financial Services/ Investing
Industry(ies):
Accounting,Banking / Lending/ Financial Services