Tax and Finance DirectorTax Management Lead the in-house tax compliance process, including preparation and review of approximately 100 federal and 140 state tax returns. Oversee relationships with outsourced tax and accounting service providers. Represent the family and related entities before the IRS and other regulatory bodies, managing all tax-related correspondence. Ensure full compliance with the Internal Revenue Code and applicable financial regulations.Financial Management Serve as a strategic advisor to the CEO on tax planning, estate and gift strategies, budgeting, and cash flow management for individuals, trusts, and entities. Oversee tax reporting to the family and manage all quarterly tax estimates and filings. Assist in leading the administration and financial reporting of trusts and entities. Manage and optimize software systems used for tax, accounting, and financial reporting.Business Management Collaborate with the CEO and external advisors on financial, legal, operational, and tax matters, including the preparation and review of legal documents and contracts. Work with the CEO to manage risk across financial, legal, operational, and tax domains. Assist in leading the management of property-related and personnel issues. Provide supervisory support for office staff and assist with HR-related matters.Other Responsibilities Act as a primary point of contact for family members and external advisors on certain matters. Oversee the offices document retention policy and ensure compliance. Manage payroll, benefits, and HR administration in coordination with outsourced providers. Insurance oversight for individuals, trusts, and entities. Support reporting and communication with the Office Committee (family board). Take on additional tasks and special projects as assigned by the CEO.Required Skills Proven ability to work effectively in a collaborative, team-oriented environment, primarily in-office, with strong interpersonal and communication skills. Demonstrates the highest level of professional judgment and integrity, representing the family with discretion and respect in all professional interactions. Minimum of 12 years of experience in tax, financial, and accounting roles, preferably within a complex, multi-entity environment. Bachelors degree in Accounting or Finance required; active CPA license is mandatory. Deep expertise in tax compliance, with a strong understanding of trust administration. Experience in estate planning and tax-related investment strategies is a plus.