Tax Director (Family Office) - Atlantic Group

Job Overview – Tax Director (Family Office):
Play a pivotal role in shaping our client’s financial strategies as a Tax Director in Stamford, CT. This hybrid position offers an exciting opportunity to provide high-level tax advisory services to high-net-worth families and partnerships, while leading strategic initiatives and driving innovation within the firm. Your expertise will be instrumental in delivering value to clients and fostering team development.

Compensation: $200,000 - $250,000/year + bonus
Location: Stamford, CT
Schedule: Monday to Friday (Hybrid)

Responsibilities as the Tax Director:

1. Tax Strategy & Advisory: Lead the development of strategic tax plans for complex partnership structures, focusing on tax-efficient income allocation, basis adjustments, and planning for partnership formations, mergers, and acquisitions.
2. Client Guidance: Provide clients with forward-thinking insights to minimize tax burdens and maximize financial outcomes.
3. Research & Innovation: Conduct proactive research on emerging tax strategies, introducing innovative solutions to the firm and clients.
4. Partnership Tax Lifecycle Management: Advise on transaction calculations, partner economics, and tax distributions throughout the partnership lifecycle.
5. Leadership & Development: Mentor and supervise associates and senior associates, fostering a culture of high performance and continuous learning.
6. Specialized Expertise: Act as a subject-matter authority in specialized tax areas (e.g., corporate, international, pass-through, or R&D tax benefits).

Qualifications for the Tax Director:

1. Education: Bachelor’s degree in Accounting, Finance, or a related field (Enrolled Agent, or J.D./LL.M. are highly preferred).
2. Certification: CPA certification is required.
3. Experience: Minimum of 10 years of Partnership Tax experience, ideally with high-net-worth individuals and families, and recent experience in an accounting firm focusing on federal and state tax compliance.
4. Skills: Demonstrates advanced technical aptitude, critical thinking, and proficiency in MS Office and tax reporting software.
5. Attributes: Strong communication skills to articulate complex information, a commitment to quality service, and a proactive, innovative mindset.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.