Tax Manager, Family Office (Ptshp & UHNW Tax)

Responsibilities: Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations. Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients. Research complex tax issues and formulate opinions. Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills. Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable. Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.). Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Accounting / Auditing Industries: Individual and Family Services, Investment Management, and Venture Capital and Private Equity Principals

Benefits: Medical insurance