Tax Director

CI Financial Corp

New York, NY, US
Base: $225,000-$300,000 usd py; bonus/equity: not ...
Onsite
Deep expertise in private foundation tax compliance
Experience with form 990-pf and 990-t filing
Knowledge of chapter 42 self-dealing rules
The role involves serving as a strategic advisor to high-net-worth clients navigating complex federal excise tax rules and grant-making compliance

Job Summary

  • The role involves serving as a strategic advisor to high-net-worth clients navigating complex federal excise tax rules and grant-making compliance.
  • Candidates will lead the preparation and review of complex Forms 990-PF, 990, and 990-T while managing multi-state reporting requirements.
  • The company offers a comprehensive benefits package including four medical plan options, employer-paid dental and vision, and paid parental leave.

Matching Summary

The role involves serving as a strategic advisor to high-net-worth clients navigating complex federal excise tax rules and grant-making compliance.

Salary

Base: $225,000-$300,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical, dental, vision, life insurance

Skills & Requirements

Must-have

  • Deep expertise in private foundation tax compliance
  • Experience with Form 990-PF and 990-T filing
  • Knowledge of Chapter 42 self-dealing rules
  • Ability to analyze hedge fund K-1s for UBTI
  • Strong client advisory skills for family offices

Nice-to-have

  • Big Four or large regional firm background
  • Experience coordinating with wealth advisors
  • Strategic planning for philanthropic impact
  • Mentoring and developing tax staff

Key Requirements

  • Minimum 8+ years of progressive tax experience
  • Active CPA license or J.D. required
  • Substantial focus on Tax-Exempt Organizations practice
  • Unrestricted work authorization in the United States

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter