Tax Manager, Family Office (Ptshp & UHNW Tax)

Tax Manager, Family Office (Ptshp & UHNW Tax)

Ready to join a Family Office with a Great Quality of Life?

We are working on a Tax Manager Opportunity at a Family Office in Long Island whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting.

You will also play a key role in planning and implementing new strategies and structures for the families.

The ideal candidate should have strong tax experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, operating partnerships, trusts, and philanthropic entities.

This is a new Tax Manager role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.

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
• Vision insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave

Base pay range

$150,000.00/yr - $175,000.00/yr

Additional compensation types

• Annual Bonus

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