Affinity Executive Search
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: Professionals with HNW tax experience in public accounting who are seeking to transition into private industry are strongly 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.
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
#LI-SK3
Apply for this position
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: Professionals with HNW tax experience in public accounting who are seeking to transition into private industry are strongly 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.
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
#LI-SK3
Apply for this position