Accounting, Brokerage, Cargo/Freight, Carrier Quality, Certified Public Accountant (CPA), Communication Skills, Corporate Tax, Detail Oriented, Documentation, Equity Securities, Estate Planning, Facebook, Family Planning, High Net Worth, Investment Accounting, Investment Management, Investment Services, Legal, Liquidity, Local Tax, Logistics, Maintain Compliance, Monitor Regulations, Organizational Skills, Private Client Services, Private Funding, Real Estate, Sales, Sales Support, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Reporting, Tax Returns, Team Player, Time Management, Truckload Freight, Writing Skills
LOCATION
Cincinnati, OH
POSTED
9 days ago
Director of Tax - 12385 - TQL
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General information
Country
USA
State
Ohio
City
Cincinnati
Descriptions & requirements
Overview:
The Director of Tax will lead the tax strategy, planning, and compliance oversight for the Family Office. This role will serve as the strategic advisor on all tax matters, partnering closely with the Principal, Chief of Staff, and external advisors.
The Director of Tax will oversee tax planning and compliance across a range of entities and investments, including operating businesses, partnerships, trusts, private investments, real estate, and philanthropic structures.
Key Responsibilities:
Lead the development and execution of the family's comprehensive tax strategy, focused on wealth preservation, tax efficiency, and long-term planning
Provide proactive tax planning across the family's investment portfolio, operating businesses, trusts, and estate structures
Identify tax-efficient strategies related to private equity and venture investments, partnership allocations, real estate holdings, carried interest structures, liquidity events and asset sales
Advise on the tax implications of new investment opportunities, entity structures, and major transactions
Oversee the preparation and filing of all federal, state, and local tax returns for individuals, trusts, partnerships, and related entities
Manage and coordinate external tax advisors, accounting firms, and specialists to ensure accuracy, timeliness, and consistency across filings
Review tax returns, K-1s, and related documentation for accuracy and strategic alignment
Monitor evolving tax regulations and assess implications for the family's structures and investments
Partner with the investment team to structure investments and entities in a tax-efficient manner
Support tax analysis related to co-investments, direct investments, and private funds
Serve as the primary liaison with external tax advisors, estate attorneys, and wealth planning professionals
Coordinate tax strategies across legal, estate planning, and investment initiatives
Oversee tax calendars, estimated payments, and compliance deadlines across all entities
Improve tax reporting and information flows across custodians, administrators, and investment managers
Evaluate tax technology and reporting tools to enhance efficiency and visibility
Qualifications:
10-15+ years of tax experience within UHNW single family offices, multi-family offices, or Big 4 or top-tier accounting firms within the Private Client Services / Family Office / Partnership Tax division
Deep experience with partnership taxation, trust and estate taxation, private investment structures, and tax-efficient wealth transfer strategies for high-net-worth individuals
Experience overseeing complex tax structures involving multiple entities and investments
High integrity and ability to operate in a confidential, high-trust environment
Strategic thinker with strong technical tax expertise
Ability to translate complex tax matters into clear guidance for non-tax professionals
Collaborative mindset and ability to work across legal, investment, and accounting advisors
Highly organized with strong attention to detail
CPA required
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at recruiting@tql.com
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About the Company
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Total Quality Logistics LLC
Look around. Virtually everything you use, wear, and eat has made its way to you thanks to the transportation industry - and specifically, truckload transportation. TQL provides the expertise, strategy, and solutions to get raw materials and finished products where they need to be 24/7/365.
We are a nationally recognized, proven leader in transportation logistics. We connect consumer product and industrial goods shippers with truck operators who transport their freight to market destinations across North America. Our 2,000-member workforce identifies the right trucks for particular freight loads, negotiates rates, and ensures on-time delivery. Our insistence on honest, straightforward communications minimizes missed shipments, delays, and product shortages on store shelves.
Our Clients In 2011, we worked with more than 7,000 customers and 50,000 carriers across North America to move more than 500,000 loads. We moved approximately 3,500 different types of commodities including fresh fruits and vegetables, packaged foods and beverages, meat and poultry, machinery and equipment, and much more. We are recognized experts in moving time-sensitive products, temperature controlled shipments, and cross-border moves.