Head of Tax – Private Family Office

Who: A newly established private family office serving an ultra-high-net-worth family with sophisticated investments, trusts, partnerships, and complex financial structures.

What: Seeking a senior tax executive to lead tax strategy, oversee complex tax compliance, manage external advisors, and establish the tax function for a private family office.

When: Immediate opportunity for an experienced tax leader seeking a long-term role with significant responsibility and influence.

Where: Jackson, Wyoming.

Why: A rare opportunity to build and lead the tax function for a sophisticated private family office while overseeing complex wealth preservation, investment, and multigenerational tax strategies.

Office Environment: Private, professional, and highly confidential family office setting with direct exposure to complex financial matters and senior-level decision-making.

Salary: $250,000+ base salary, commensurate with experience and qualifications.

Position Overview

We are seeking an accomplished Head of Tax to join a newly established private family office in Jackson, Wyoming. This senior-level position will be responsible for overseeing the family's tax affairs, coordinating sophisticated tax planning strategies, and managing relationships with external accounting firms, tax attorneys, investment advisors, and other professional service providers.

The ideal candidate will have extensive experience advising ultra-high-net-worth individuals and families, with deep expertise in complex individual taxation, partnerships, trusts, estate planning considerations, and investment-related tax matters.

This is an exceptional opportunity for a seasoned tax professional to help establish and lead the tax function within a growing private family office, providing strategic guidance and ensuring the highest standards of tax compliance, efficiency, and confidentiality.

Key Responsibilities

• Lead and oversee all tax-related activities for the family office, including individual, trust, partnership, LLC, and other entity-level tax matters.

• Develop and implement comprehensive tax strategies focused on tax efficiency, wealth preservation, and long-term financial planning.

• Coordinate and oversee federal, state, and applicable international tax compliance and reporting requirements.

• Manage relationships with external CPA firms, tax attorneys, estate planning professionals, and investment advisors.

• Review complex tax returns, estimated tax payments, and supporting documentation to ensure accuracy and compliance.

• Provide strategic tax guidance related to investment activities, private equity, real estate, alternative investments, and other sophisticated financial structures.

• Collaborate with legal and financial advisors on trust structures, estate planning strategies, and multigenerational wealth transfer considerations.

• Identify tax planning opportunities and proactively evaluate potential tax exposures and risks.

• Establish and implement internal tax processes, reporting procedures, compliance calendars, and documentation standards.

• Monitor changes in tax legislation and assess their potential impact on the family's financial and investment structures.

• Coordinate tax-related due diligence and planning associated with significant investment transactions.

• Serve as the primary internal point of contact for complex tax matters while maintaining strict confidentiality.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.

• CPA designation strongly preferred; advanced taxation credentials are a plus.

• Minimum of 10–15 years of progressive tax experience, including significant exposure to complex high-net-worth tax matters.

• Background in Big Four or other leading public accounting firms, private family offices, or sophisticated private wealth tax practices.

• Extensive knowledge of individual, partnership, trust, estate, and pass-through entity taxation.

• Demonstrated experience working with ultra-high-net-worth individuals, family investment structures, and complex ownership arrangements.

• Strong understanding of tax planning involving investment portfolios, real estate holdings, private investments, and wealth transfer structures.

• Experience coordinating with external tax advisors, attorneys, and investment professionals.

• Ability to develop and implement tax processes within an entrepreneurial or newly established organization.

• Exceptional analytical, organizational, and problem-solving skills.

• Strong communication skills with the ability to explain complex tax matters clearly and effectively.

• Highest level of integrity, professionalism, discretion, and confidentiality.

• Self-directed leader who is comfortable operating in a hands-on, highly accountable environment.

Ideal Candidate

The ideal candidate is a seasoned tax professional currently serving as a Tax Director, Senior Tax Manager, Family Office Tax Executive, or Tax Partner within a public accounting firm or private wealth organization.

This individual will combine technical tax expertise with strong strategic judgment and the ability to operate independently while coordinating with a network of sophisticated professional advisors.

Experience establishing tax infrastructure within a family office or advising families with substantial and diverse investment holdings will be particularly valuable.