Director, UHNW Tax Strategy
Collyde, Alpharetta, GA, United States
About the role
Blue Trust’s Family Office is seeking a
Tax Director
to lead advanced tax planning for UHNW clients and families. You’ll design and implement sophisticated tax strategies, support complex transactions, and act as a key technical resource for advisors—while working in a faith-based environment that integrates
biblical financial principles
into client counsel.
This is a senior, highly consultative role focused on
strategy, modeling, and coordination , not production-level tax prep, though a strong background in compliance is essential.
What you’ll do Client strategy & advisory
Provide proactive guidance on
tax implications of investment decisions, business transactions, and philanthropic initiatives .
Develop and implement sophisticated tax strategies for UHNW clients and entities (trusts, partnerships, family offices).
Advise on
income, estate, gift, and generation-skipping transfer (GST)
tax planning.
Integrate tax planning with broader
investment, charitable, and estate strategies
to deliver holistic wealth solutions.
Business development support
Partner with Senior Advisors and senior sales professionals in prospect meetings to
articulate tax planning value .
Serve as a technical differentiator in competitive situations, helping secure new client relationships.
Develop and deliver
educational content
(presentations, memos, training) for clients, prospects, and internal teams on advanced tax topics.
Technical leadership & execution
Lead internal training to
elevate tax knowledge
across advisory teams.
Stay current on
federal and state tax laws, regulations, and emerging planning techniques .
Act as an internal resource on complex tax matters; build and maintain relationships with:
Internal tax compliance team
External tax counsel and accounting firms
Support and refine tax planning processes and workflows, including:
Tax planning intake, annual calendar, deliverables, and review cadence
Family office tax calendar: estimates, extensions, K-1 tracking, notices, entity deadlines
Use of tax projection software, client data gathering, and secure document flow
Provide
transaction modeling and scenario analysis
for:
Business sales, recapitalizations, equity compensation events
Real estate transactions and charitable structuring
Liquidity planning, withholding/estimates coordination
Review and help create internal standards:
Memos/templates, strategy playbooks, checklists
Return review standards and consistent review memos for external CPA work
Coordinate with external CPA firms on behalf of clients; identify planning opportunities from returns (carryovers, elections, missed deductions/credits, entity alignment).
Assist with
IRS and state notice triage
and coordination.
Coordinate with estate counsel/trust officers on fiduciary income tax, trust distribution planning, grantor/non-grantor considerations, and elections.
Integrate
entity structuring
(FLPs, LLCs, etc.) with investment and estate strategy.
Governance & compliance
Ensure all tax strategies adhere to
ethical, fiduciary, and regulatory standards .
Contribute to risk management and oversight processes.
Maintain the highest compliance standards by following firm policies and industry regulations.
Ensure strategies are well documented, including assumptions, risks, and client decision records.
Partner with legal/compliance on
scope-of-services language
and maintain an approved list and standards for external CPAs/tax counsel.
Conduct & faith integration
Approach work, interactions, and relationships in a manner consistent with the company’s
Core Values .
Seek to continually increase knowledge of
biblical financial principles and relevant scripture , integrating biblical wisdom into client counsel in a way consistent with Blue Trust’s approach.
What we’re looking for Technical & domain expertise
Deep knowledge of
estate planning, charitable strategies, and multi-generational wealth transfer .
Significant experience in
tax planning and compliance
for UHNW individuals, including:
Form 1040 (individual)
Form 1065 (partnership)
Form 1041 (fiduciary)
Broad exposure to other filing types and complex planning issues beyond those forms.
Experience with
SALT deduction and multi-state planning coordination , even if filings are outsourced.
Skills & competencies
Exceptional communication and presentation skills; able to
simplify complex tax concepts
for clients and advisors.
Strong organizational skills, attention to detail, and ability to manage
multiple high-priority projects .
Proven ability to work collaboratively in a
team-oriented, client-first environment .
High personal integrity and ability to handle
confidential data discreetly .
Demonstrates in-depth knowledge of relevant biblical passages on money and finances and can integrate that understanding into client counsel.
Desire to
serve clients and co-workers with excellence .
Ability to exercise independent judgment while also taking direction when appropriate.
Strong technical, analytical, and problem-solving skills; proactive and responsive to urgent needs.
Education & experience
Bachelor’s degree required , preferably in accounting, finance, or a related field.
Advanced degree
in taxation or law strongly preferred (e.g., MTax, JD, LLM in Tax).
Minimum
10+ years
in tax consulting for UHNW clients, ideally in a
family office, private wealth, or Big 4
environment.
Experience advising UHNW clients within a
Family Office or private wealth setting
strongly preferred.
Certifications & licenses
CPA, JD, or LLM in Taxation required .
CFP® or other advanced planning credentials
preferred.
Other requirements
Ability and willingness to travel (approximately
25%
of overall work time) by car, air, or other reasonable means, depending on client base and territory.
#J-18808-Ljbffr
Tax Director
to lead advanced tax planning for UHNW clients and families. You’ll design and implement sophisticated tax strategies, support complex transactions, and act as a key technical resource for advisors—while working in a faith-based environment that integrates
biblical financial principles
into client counsel.
This is a senior, highly consultative role focused on
strategy, modeling, and coordination , not production-level tax prep, though a strong background in compliance is essential.
What you’ll do Client strategy & advisory
Provide proactive guidance on
tax implications of investment decisions, business transactions, and philanthropic initiatives .
Develop and implement sophisticated tax strategies for UHNW clients and entities (trusts, partnerships, family offices).
Advise on
income, estate, gift, and generation-skipping transfer (GST)
tax planning.
Integrate tax planning with broader
investment, charitable, and estate strategies
to deliver holistic wealth solutions.
Business development support
Partner with Senior Advisors and senior sales professionals in prospect meetings to
articulate tax planning value .
Serve as a technical differentiator in competitive situations, helping secure new client relationships.
Develop and deliver
educational content
(presentations, memos, training) for clients, prospects, and internal teams on advanced tax topics.
Technical leadership & execution
Lead internal training to
elevate tax knowledge
across advisory teams.
Stay current on
federal and state tax laws, regulations, and emerging planning techniques .
Act as an internal resource on complex tax matters; build and maintain relationships with:
Internal tax compliance team
External tax counsel and accounting firms
Support and refine tax planning processes and workflows, including:
Tax planning intake, annual calendar, deliverables, and review cadence
Family office tax calendar: estimates, extensions, K-1 tracking, notices, entity deadlines
Use of tax projection software, client data gathering, and secure document flow
Provide
transaction modeling and scenario analysis
for:
Business sales, recapitalizations, equity compensation events
Real estate transactions and charitable structuring
Liquidity planning, withholding/estimates coordination
Review and help create internal standards:
Memos/templates, strategy playbooks, checklists
Return review standards and consistent review memos for external CPA work
Coordinate with external CPA firms on behalf of clients; identify planning opportunities from returns (carryovers, elections, missed deductions/credits, entity alignment).
Assist with
IRS and state notice triage
and coordination.
Coordinate with estate counsel/trust officers on fiduciary income tax, trust distribution planning, grantor/non-grantor considerations, and elections.
Integrate
entity structuring
(FLPs, LLCs, etc.) with investment and estate strategy.
Governance & compliance
Ensure all tax strategies adhere to
ethical, fiduciary, and regulatory standards .
Contribute to risk management and oversight processes.
Maintain the highest compliance standards by following firm policies and industry regulations.
Ensure strategies are well documented, including assumptions, risks, and client decision records.
Partner with legal/compliance on
scope-of-services language
and maintain an approved list and standards for external CPAs/tax counsel.
Conduct & faith integration
Approach work, interactions, and relationships in a manner consistent with the company’s
Core Values .
Seek to continually increase knowledge of
biblical financial principles and relevant scripture , integrating biblical wisdom into client counsel in a way consistent with Blue Trust’s approach.
What we’re looking for Technical & domain expertise
Deep knowledge of
estate planning, charitable strategies, and multi-generational wealth transfer .
Significant experience in
tax planning and compliance
for UHNW individuals, including:
Form 1040 (individual)
Form 1065 (partnership)
Form 1041 (fiduciary)
Broad exposure to other filing types and complex planning issues beyond those forms.
Experience with
SALT deduction and multi-state planning coordination , even if filings are outsourced.
Skills & competencies
Exceptional communication and presentation skills; able to
simplify complex tax concepts
for clients and advisors.
Strong organizational skills, attention to detail, and ability to manage
multiple high-priority projects .
Proven ability to work collaboratively in a
team-oriented, client-first environment .
High personal integrity and ability to handle
confidential data discreetly .
Demonstrates in-depth knowledge of relevant biblical passages on money and finances and can integrate that understanding into client counsel.
Desire to
serve clients and co-workers with excellence .
Ability to exercise independent judgment while also taking direction when appropriate.
Strong technical, analytical, and problem-solving skills; proactive and responsive to urgent needs.
Education & experience
Bachelor’s degree required , preferably in accounting, finance, or a related field.
Advanced degree
in taxation or law strongly preferred (e.g., MTax, JD, LLM in Tax).
Minimum
10+ years
in tax consulting for UHNW clients, ideally in a
family office, private wealth, or Big 4
environment.
Experience advising UHNW clients within a
Family Office or private wealth setting
strongly preferred.
Certifications & licenses
CPA, JD, or LLM in Taxation required .
CFP® or other advanced planning credentials
preferred.
Other requirements
Ability and willingness to travel (approximately
25%
of overall work time) by car, air, or other reasonable means, depending on client base and territory.
#J-18808-Ljbffr