Director Family Office & Corporate Tax

LED FastStart•Ruston, LA

7d•Onsite

About The Position

HGA is hiring a Director - Family Office & Corporate Tax in Ruston, LA. Reporting to the Chief Financial Officer, the Director - Family Office & Corporate Tax has two initial thrusts. First, the Director leads the tax approach for Primrose Capital, LLC the Hunt Family Office and the principals and clients it serves, including the Hunt family entities. Second, the Director leads the tax approach for Hunt, Guillot & Associates, LLC (the Company) and its related organizations. Building from these two foundations, partnering with the CFO, the Director will develop a broader practice of similar business-owning and high-net-worth relationships as appropriate, aligned with the Company's long-term relationship model. The CFO and the Director will design and build the operating model. The successful candidate will bring deep, partner-level expertise in ultra-high-net-worth tax, trust and estate planning, complex partnership and pass through structures, and family office operations paired with the judgment, discretion, and professional polish required to serve as a trusted advisor to principals, their families, and clients.

Requirements

Deep, partner-level expertise in ultra-high-net-worth tax, trust and estate planning, complex partnership and pass through structures, and family office operations.
Judgment, discretion, and professional polish required to serve as a trusted advisor to principals, their families, and clients.
Experience with tax, wealth-reporting (e.g., Addepar), and workflow platforms.
Experience reviewing and interpreting complex K-1s from private equity, venture capital, real estate, hedge fund, and other alternative investment vehicles.
Experience leading preparation and review of federal and state income tax returns for individuals, trusts, estates, foundations, and closely held entities, including partnerships, S-corporations, and multi-entity structures.
Experience designing and executing sophisticated tax planning strategies for ultra-high-net-worth individuals and families.
Experience advising on entity selection, restructuring, multi-state and nexus considerations, basis and capital account analysis, 1031 exchanges, QSBS, blocker corporations, and similar advanced planning techniques.
Experience leading federal and state audits, including complex partnership-level examinations.
Current expertise in evolving tax law.
Experience coordinating with external advisors and counsel.
Experience serving as the primary owner of the quarterly and annual estimated tax process.
Experience serving as the primary internal lead for tax return compliance, planning, and review.
Experience developing multi-year tax projections, year-end planning models, and multi-entity cash-flow and estimate scenarios.
Experience maintaining documentation of estimates, deadlines, and planning recommendations.
Experience supporting cash flow planning, net worth reporting, and entity-level financial coordination.
Experience serving as primary tax advisor to principals, executives, and key family decision-makers.
Experience identifying and selectively bringing in external clients.
Highest standards of confidentiality, professionalism, and judgment.
Experience partnering with Fractional CFO teams on tax matters impacting financial reporting, budgeting, transactions, and business structuring.
Experience coordinating with internal teams (Finance, IT, Software Development) for systems improvements and automation.
Experience supporting special projects including entity restructures, transaction tax support.

Responsibilities

Partnering with the CFO, design and build the Family Office & Corporate Tax practice end-to-end technical methodology, workflows, review processes, templates, technology stack, and standard operating procedures.
Recruit, develop, and lead the practice team, including onsite tax staff and outsourced/offshore resources.
Own practice-level performance metrics including realization, utilization, technical quality, client satisfaction, and team development.
Drive technology and automation initiatives, including evaluation and implementation of tax, wealth-reporting (e.g., Addepar), and workflow platforms.
Building from the Primrose Capital and HGA engagements, selectively grow the external client base of similar business-owning and high-net-worth relationships, in alignment with HGA's values and long-term relationship model.
Review and interpret complex K-1s from private equity, venture capital, real estate, hedge fund, and other alternative investment vehicles.
Lead preparation and review of federal and state income tax returns for individuals, trusts, estates, foundations, and closely held entities, including partnerships, S-corporations, and multi-entity structures.
Design and execute sophisticated tax planning strategies for ultra-high-net-worth individuals and families including generational wealth transfer, charitable structures, GRATs, IDGTs, dynasty trusts, family limited partnerships, and pre-transaction planning.
Advise on entity selection, restructuring, multi-state and nexus considerations, basis and capital account analysis, 1031 exchanges, QSBS, blocker corporations, and similar advanced planning techniques.
Lead federal and state audits, including complex partnership-level examinations.
Maintain current expertise in evolving tax law and proactively communicate planning implications to principals and stakeholders.
Coordinate with external advisors and counsel as needed to deliver integrated planning across legal, tax, and investment disciplines.
Serve as the primary owner of the quarterly and annual estimated tax process for HGA, the Hunt family entities, HGA-related organizations, and select external clients including calculation, planning, payment coordination, and clear communication to all stakeholders.
Serve as the primary internal lead for HGA tax return compliance, planning, and review across HGA, Primrose Capital, and related Hunt family entities coordinating and managing larger national accounting firms (e.g., Weaver) for preparation and specialty work as needed.
Develop multi-year tax projections, year-end planning models, and multi-entity cash-flow and estimate scenarios.
Maintain documentation of estimates, deadlines, and planning recommendations with the clarity expected of a family office environment.
Support cash flow planning, net worth reporting, and entity-level financial coordination as part of broader Family Office activities.
Serve as primary tax advisor to principals, executives, and key family decision-makers, delivering proactive planning and high-quality, discreet service.
Identify and selectively bring in external clients aligned with HGA's values and Primrose Capital's long-term relationship model.
Maintain the highest standards of confidentiality, professionalism, and judgment in all internal and external interactions.
Partner with HGA's Fractional CFO team on tax matters impacting financial reporting, budgeting, transactions, and business structuring.
Coordinate with HGA internal teams (Finance, IT, Software Development) to leverage the full service suite of HGA personnel for systems improvements and automation.
Support special projects including entity restructures, transaction tax support, a...