Invenergy · 1 week ago
Tax Director - Family Office
Chicago, IL
Full-time
Onsite
Director/Executive
$180K/yr - $250K/yr
15+ years expInvenergy drives innovation in energy and is seeking a Tax Director to lead and manage all tax planning, compliance, and advisory functions for a family office. This role involves collaborating closely with various stakeholders to support the family office’s long-term strategic objectives.
ConsultingEnergyEnergy EfficiencyMarketingRenewable Energy
Responsibilities
Develop and implement comprehensive tax planning, analysis, and structuring that align with the family’s long-term wealth, investment, and estate planning objectives
Identify tax requirements for investments, asset allocations, liquidity events, real estate, private equity, and philanthropic activities
Advise on entity formation, restructuring, and cross-border considerations
Evaluate legislative and regulatory developments and proactively communicate tax implications
Oversee preparation and filing of all federal, state, and (if applicable) international tax returns for individuals, trusts, partnerships, and corporate entities
Ensure accuracy, timeliness, and full compliance with tax laws and reporting requirements
Maintain internal controls and documentation to support tax positions and audits
Manage relationships with tax authorities and lead audits or inquiries
Collaborate with estate planning attorneys to design and maintain trust structures
Provide guidance on gift, estate, and generation skipping transfer taxes
Track basis, distributions, and reporting for trust structures and family partnerships
Review and advise on the tax consequences of investment opportunities, fund structures, carried interest, real estate transactions, and business acquisitions/dispositions
Coordinate tax due diligence on direct investments and private deals
Work with investment managers to optimize after-tax returns
Establish and maintain tax policies, procedures, calendars, and documentation
Manage relationships with outside advisors, including CPAs, attorneys, and consultants
Present updates and recommendations to family members, board committees, and senior leadership
Oversee and mentor internal tax staff or outsourced providers
Qualification
Required
CPA, or equivalent advanced tax credentials required
15+ years of progressive tax experience, preferably in a family office, private wealth practice, or high-net-worth advisory environment
Strong knowledge of individual, partnership, trust, gift/estate, and investment-related taxation
Experience with multi-entity, multi-state, cross-border, and alternative investments
Exceptional analytical, communication, and confidentiality skills
Ability to operate with discretion, integrity, and a service-oriented mindset
Ability to work collaboratively with legal, investment, and financial planning teams
Comfortable navigating ambiguity and providing clear, practical solutions
Preferred
Familiarity with philanthropic structures (foundations, donor-advised funds)
Benefits
Medical, dental and vision insurance
401k
Paid time off
Company
Invenergy
Invenergy is a privately-held developer, operator, and investor in clean energy solutions and services.
1001-5000 employees
H1B Sponsorship
Invenergy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (5)
2023 (10)
2022 (6)
2021 (7)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$10.46BKey Investors
Monarch Private CapitalBlackstone GroupManulife Financial
2025-04-30Debt Financing· $1B
2025-01-29Debt Financing· $1.1B
2024-09-16Undisclosed· $170M
Leadership Team
Mary King
Executive Vice President, People & Culture
Paul Abitante
Executive Vice President, International Development
Recent News
Qatar Tribune
2025-12-29
Maryland Daily Record
2025-12-19
2025-11-15
Company data provided by crunchbase