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Financial and Tax Director

1 month ago

Dallas, United States Keller Executive Search Full time

Our client is a single family office based in New York and Sydney, Australia is seeking a financial and tax director. The family office oversees a globally diversified portfolio of companies and investments with a primary focus is on delivering exceptional financial, investment, philanthropic, and personal services to the family principals.

As the Finance and Tax Director, you will play a crucial role in supporting the Group CFO in developing and executing comprehensive financial strategies for the Family's US operations. This position requires a unique blend of expertise in financial management, tax planning, and compliance, as well as the ability to collaborate effectively to ensure alignment with the family office's broader objectives.

Key Responsibilities:

US Financial Strategy Development:

  • Assist the Group CFO in developing and implementing financial strategies for the Family's US operations.
  • Participate in strategic planning, providing insightful analyses and recommendations specific to the USA.
  • Serve as a financial consultant and advisor to third-generation family members, leveraging your expertise to influence strategic decisions and optimize financial performance.
US Tax Planning and Compliance:
  • Play a significant role in planning and executing sophisticated US tax strategies.
  • Collaborate with internal and external partners to ensure accurate recording of tax positions.
  • Ensure the Family's compliance with all US tax laws and regulations, including filing and payment deadlines.
Financial Reporting and Analysis Support:
  • Assist in preparing and analyzing financial statements, reports, budgets, and forecasts for the Family's US operations.
Liquidity and Cash Flow Management:
  • Support the CFO in managing liquidity requirements for the Family's diverse US activities, including US non-profit/philanthropic endeavors.
Collaborative Teamwork:
  • Under the guidance of the Group CFO, work closely with a dynamic and driven team based primarily in Sydney, comprising both finance and non-finance professionals.
  • Demonstrate the ability to collaborate across the organization and seamlessly switch between high-level strategic work and day-to-day tasks.
Requirements
  • Bachelor's degree in Finance, Accounting, or a related field (required).
  • Advanced certifications such as CPA, CMA, or an equivalent master's degree (highly valued).
  • Strong knowledge of US tax laws and regulations, with advanced degrees in tax-related subjects (highly valued).
  • Proven experience in financial management and tax compliance, preferably in family offices, professional service firms, or similar settings.
  • Exceptional financial acumen and strong communication skills.
  • Adept at both high-level strategic thinking and attention to detail.
  • Demonstrated capability in supporting senior leadership.
  • High integrity, ethical standards, and a commitment to confidentiality.
  • Collaborative mindset and ability to adapt to evolving priorities.
Benefits
  • Competitive salary package.
  • Annual bonus of 25%.
  • Relocation support for the selected candidate.
If you possess the required qualifications and are excited about the opportunity to contribute to the success of our client's family office, we encourage you to apply for this role.

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

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  • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
  • Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
  • Rhode Island: We do not request or require salary history from applicants.
  • Connecticut: We provide wage range information upon request or before discussing compensation.
  • New Jersey: We do not inquire about salary history unless voluntarily disclosed.


Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

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Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.