Tax Manager Family Office

Duties And Responsibilities

• Family Office Tax Planning & Advisory
• Implement tax planning for high-net-worth individuals, trusts, estates, and investment partnerships.
• Advisory on income, gift, estate, and fiduciary tax matters, including trust and life insurance structures.
• Prepare tax projections and identify tax planning opportunities across family office and investment entities.
• Monitor tax law developments and assess potential impacts to the family office and related entities.
• Tax Compliance & Reporting
• Oversee the preparation and review of federal and state tax returns for individuals, trusts, estates, and investment partnerships.
• Ensure timely filing of returns, estimates, and extensions, while maintaining supporting tax workpapers and documentation.
• Cook up tax reporting activities with internal finance teams and external advisors.
• Manage tax audits, notices, and related inquiries.

Skills And Qualifications

• Bachelor of Accounting required and Master of Taxation, CPA or LLM strongly preferred
• 6-8+ years of tax experience in private client services in public accounting and/or family office with focus on Individual, Trust and Investment Partnership area
• Advanced knowledge of individual, fiduciary, partnership and estate taxation
• Strong knowledge of US federal and state income tax reporting requirements
• Advanced excel proficiency, experience using OneSource and GoSystem tax software
• Strong organizational, analytical thinking and time management skills required
• Detail oriented, ability to multi-task, ability to analyze complex tax issues
• Strong project management skills, ability to drive process improvements and meet deadlines
• Works well collaboratively in a team environment