Tax Manager (Individuals)

About the role

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals, and foundations. The Manager position reports to the Group Leader and collaborates with other professional service providers.

Responsibilities

• Management of quarterly Financial Statements and custom reports for all Individual, S Corporation, and Foundation enterprises.
• Review and manage annual Fair Market Value Balance Sheet project.
• Manage annual tax return process for Individuals, Partnerships, S-Corporations, and Foundations.
• Review tax projections and quarterly estimates.
• Identify and research tax issues; consult with internal tax experts.
• Review and reconcile journal entries and general ledger for multiple individuals, LLCs, partnerships, S-Corporations, and foundations.
• Review insurance policies, claims, and schedules for individuals, personal entities, and foundations.
• Mentor and develop staff accountants within the Individual/Foundation Group.
• Identify future needs of the family office accounting function and recommend appropriate plans/actions.
• Lead and manage special projects, as needed.

Requirements

• A minimum of 7-10 years of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts, and not-for-profit entities.
• Relevant undergraduate degree required.
• CPA preferred.

Benefits

• Medical, vision, dental, life, and disability insurance.
• Eligibility to enroll in the company 401(k) plan.

Pay

$160,000 - $165,000 plus bonus.

Hybrid role.