Tax Director - Family Office

Invenergy•Chicago, IL

7d•$180,000 - $250,000

About The Position

The Tax Director will lead and manage all tax planning, compliance, and advisory functions for a family office across complex entity structures, trusts, investments, and global holdings. This role will also collaborate closely with the tax team at the family office’s owned businesses, to integrate strategy and compliance across all entities. In addition, the Tax Director works closely with the Family Office Principals, estate planning advisors, investment managers, and external tax counsel to support the family office’s long-term strategic objectives.

Requirements

CPA, or equivalent advanced tax credentials required.
15+ years of progressive tax experience, preferably in a family office, private wealth practice, or high-net-worth advisory environment.
Strong knowledge of individual, partnership, trust, gift/estate, and investment-related taxation.
Experience with multi-entity, multi-state, cross-border, and alternative investments.
Exceptional analytical, communication, and confidentiality skills.
Ability to operate with discretion, integrity, and a service-oriented mindset.
Ability to work collaboratively with legal, investment, and financial planning teams.
Comfortable navigating ambiguity and providing clear, practical solutions.

Nice To Haves

Familiarity with philanthropic structures (foundations, donor-advised funds).

Responsibilities

Tax Planning Develop and implement comprehensive tax planning, analysis, and structuring that align with the family’s long-term wealth, investment, and estate planning objectives.
Identify tax requirements for investments, asset allocations, liquidity events, real estate, private equity, and philanthropic activities.
Advise on entity formation, restructuring, and cross-border considerations.
Evaluate legislative and regulatory developments and proactively communicate tax implications.
Tax Compliance & Reporting Oversee preparation and filing of all federal, state, and (if applicable) international tax returns for individuals, trusts, partnerships, and corporate entities.
Ensure accuracy, timeliness, and full compliance with tax laws and reporting requirements.
Maintain internal controls and documentation to support tax positions and audits.
Manage relationships with tax authorities and lead audits or inquiries.
Trusts, Estates & Wealth Transfer Collaborate with estate planning attorneys to design and maintain trust structures.
Provide guidance on gift, estate, and generation skipping transfer taxes.
Track basis, distributions, and reporting for trust structures and family partnerships.
Investment & Transaction Support Review and advise on the tax consequences of investment opportunities, fund structures, carried interest, real estate transactions, and business acquisitions/dispositions.
Coordinate tax due diligence on direct investments and private deals.
Work with investment managers to optimize after-tax returns.
Governance, Risk & Operations Establish and maintain tax policies, procedures, calendars, and documentation.
Manage relationships with outside advisors, including CPAs, attorneys, and consultants.
Present updates and recommendations to family members, board committees, and senior leadership.
Oversee and mentor internal tax staff or outsourced providers.