Tax Director (Trust) - Up to $225k + Bonus POST NUMBER: 436770
Comp Details
- Up to $225k base
- 20% bonus, paid in cash at YE
What you’ll be doing:
- Oversee all aspects of tax compliance, including individual, trust, partnership, LLC, and private foundation tax filings
- Manage and review the preparation and filing of K-1s, tax returns, and reconciliations, ensuring accuracy and timeliness.
- Serve as a key resource for interpreting and applying complex tax laws, including the implications on family office operations
- Work with the General Partner (GP) to evaluate deductions and profits interest implications across all underlying entities
- Lead a team of five, ensuring effective management of interest booking, dividend reconciliation, and transaction recording on a cash basis
- Oversee month-end closing activities, including partnership accounting and profit interest allocations
- Record and review significant transactions, such as real estate sales, ensuring all relevant documentation is accurately reflected
- Provide mentorship and oversight to direct reports, fostering professional growth and ensuring team alignment with organizational goals
- Collaborate closely with external tax advisors (EY) and accounting firms to streamline processes and ensure compliance
- Develop and maintain internal controls to safeguard financial assets and ensure regulatory adherence.
- Analyze tax and accounting data to provide actionable insights and recommendations to executive leadership
- Ensure transparent reporting for stakeholders, including detailed financial and tax reports tailored to family office needs
- 10 years of experience in a tax role, Big 4 or National PA firm preferred
- Individuals preferred with Masters of Taxation and / or professional certification (CPA); Bachelor’s degree in finance, economics, or accounting / tax a must.
- Extensive experience in hedge fund accounting or family office tax operations, with a focus on cash-basis accounting.
- Trust and Partnership tax reporting experience will make you stand out from others
- WLB – Strict 40 hour policy
- Wide variety of perks including: fully paid health insurance, daily lunches, gym reimbursement, generous 401k matching program and company retreats
- Ability to work directly with executive leadership and have visibility to upper-level management (CFO and SVP of Finance) | Fast track to VP of Tax
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.