Director of Tax - Family Office and Real Estate

REPUBLIC BANK OF CHICAGO • Oak Brook, IL

1d • $145,000 - $165,000 • Onsite

About The Position

The Family Office Tax Director will play a critical role in overseeing the tax compliance and tax planning for our operating businesses, real estate development, and property management activities, while providing strategic direction and tactical execution for tax planning and tax compliance initiatives of the Family Office. Among other things, this includes ultra-high net worth individual, “C” & “S” corporate, partnership, tax exempt, and fiduciary federal income tax planning and compliance as well as State & Local Tax and Estate and Gift Tax planning and compliance. The ideal candidate will have a strong background in ultra-high net worth individual, real estate and general business tax planning and compliance, family office experience, experience in the management of internal staff, and experience with management of outside professionals including but not limited to outside lawyers, accountants and consultants as it relates to tax planning and compliance for the Family Office.
In conjunction with our Family Office General Counsel, and our Chief Financial Officer, and with the support of our Controller, you will work directly with Company Ownership, and the managers of our various lines of business, and be responsible for the following functions including but not limited to:

Requirements

• Certified Public Accountant (CPA) designation highly desired and preferably a Masters or other degree in Tax, Accounting, Finance, Real Estate, or a related field.
• Minimum of 10+ years of experience representing or working for entrepreneurial closely held enterprises or Family Offices, with at least 2 years in a leadership role at a CPA firm, or Family Office or internally at a closely held business.
• Strong real estate tax experience ideally in all dimensions including acquisitions, dispositions, property development, property management and ownership structuring across a range of property types.
• Strong general business tax experience preferably across a range of industries.
• Proficiency with Microsoft GP and Lacerte Tax strongly preferred.
• Substantial experience with Microsoft Office suite including most notably Excel.
• Effective communication and people skills, with the ability to work collaboratively in a team environment.
• Excellent analytical skills and attention to detail.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Ability to be in the office on a full-time basis.

Nice To Haves

• General knowledge of foreign income disclosure and reporting is a plus.
• Experience working in or with a Family Office is preferred with adaptability and flexibility to shift projects and balance priorities.
• Lifetime learner and able to quickly get up to speed on new initiatives.

Responsibilities

• Fostering a positive and high performing culture across the Family Office and the ICD family of companies.
• Working with Company Ownership to set and achieve goals.
• Recruiting, developing, and retaining high performing personnel with the help of our HR function.
• Monitoring and continuously upgrading our tax policies and procedures to ensure performance, efficiency and compliance.
• Overseeing all outside tax advisers regarding specialty advice which may include, Tax Free Exchanges, Opportunity Zones, Tax Credits, Foreign, SALT, and other similar areas with a focus on strategic direction, tactical execution, and cost containment.
• Assisting with ongoing multi-generational estate & gift tax planning for Company Ownership in conjunction with our Family Office General Counsel and with outside estate planning legal counsel.
• Coordinating and managing tax efficiency across the Family Office including evaluating after tax returns on various investment alternatives and overseeing and budgeting for estimated tax payments across the Family Office in conjunction with the Family Office CFO and outside financial advisers.
• Coordinating tax planning in conjunction with the Family Office General Counsel and outside tax advisers.
• Continuously working with our IT Director to optimize adoption of technology enhancements, improved information reporting, and securing confidentiality of proprietary data.
• Coordinating and leading internal and external teams to achieve Family Office initiatives.

Benefits

• A competitive salary range estimated at $145,000-165,000+ per year for this position. (Final compensation may vary based on experience, skills, and qualifications)
• Discretionary annual performance bonus
• Generous Paid Time off to help you rest, recharge, and take care of what matters most
• Health, dental, and vision insurance with tax-advantaged FSA and HSA account options
• Retirement benefits including 401k plan with attractive employer match
• Parental Leave for both primary and secondary caregivers
• Short-term and long-term disability coverage for long-term income security
• Basic Life and AD&D insurance with elective additional coverage for you, your spouse, or children
• Mental health and wellness benefits including Headspace meditation app subscription, Wellable app subscription with company-wide team and individual competitive challenges, and access to our Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Director