Job Description
Company Overview
Our client is a nationally recognized wealth management and family office organization dedicated to serving high‑net‑worth individuals, families, and multigenerational entities. They combine deep technical expertise with a personalized service model that emphasizes trust, transparency, and long‑term partnership. The firm values collaboration, innovation, and a holistic approach to financial well‑being, offering an environment where professionals can meaningfully impact clients’ lives.
Role Summary
The Intersect Group is seeking a Tax Director, Family Office Services to lead complex tax compliance, planning, and advisory work for high‑net‑worth families. This role ensures the accuracy of multistate individual, trust, partnership, gift, and corporate tax filings while delivering proactive planning strategies throughout the year. You will manage client relationships, oversee quart...