Fiduciary and Tax Manager (Confidential Search-Private Family Office)

Essential Responsibilities

• Advise the family office on a full suite of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Manage and oversee both the engagement and annual tax compliance responsibilities as part of a team for a variety of fiduciary, gift/estate taxation, partnerships, trusts, individuals and philanthropic entities.
• Review tax returns and related work papers for a variety of entities.
• Resolve complex technical tax issues, consult with experts, prepare memoranda and communicate findings to senior management in a synthesized manner.
• Work closely with outside tax advisors on annual tax compliance.
• Work internally with other family office team members, serving as a resource and subject matter expert for all relevant family office tax items.
• Participate in cross-functional projects supporting operational and departmental excellence.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Experience and Education Requirements

• Bachelor’s degree in business, finance, accounting, or related field required; advanced degree preferred.
• CPA or JD highly preferred.
• Minimum of 7 years’ experience working in public accounting or a family office with an emphasis on taxation and/or trusts and estates required.
• Past experience and demonstrated understanding of HNW and UHNW tax law and strategies required.
• Recent experience managing complex client engagements required.
• Proficiency in at least one area of entity, individual and/or fiduciary taxation required.
• Deep understanding of complex investments and the related tax implications required.
• Familiarity with multi-state taxation.

Compensation

The compensation range for this role is between $150,000-$165,000 annually, based on relevant experience.

Benefits

• We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match.
• Medical (100% employer-paid), dental, vision, life insurance plans offered.
• Generous paid time off (PTO) days, and paid holidays.