Tax Manager, Investment Funds/Family Office

Tax Manager, Investment Funds/Family Office

Base pay range: $140,000.00/yr - $165,000.00/yr

Firm: Family Office / Investment Firm

Responsibilities:

• Conducts high level review of tax returns of high-net-worth individuals, closely held, and operating and investment partnerships.
• Ensures that clients comply with all applicable authorities, while at the same time minimize their tax and reporting burdens.
• Review of complex tax allocations and securities adjustments for hedge and private equity funds, including 704(c)/(b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI.
• Conducts top level review of tax returns and resolves all tax issues.
• Support family office with customized planning strategies, including intergenerational wealth transfers and entity structuring.
• Assists with developing, recommending, and implementing efficient methods to maximize client benefits, especially by decreasing clients’ current and future taxes.

Qualifications:

• 7+ years’ experience in preparing and reviewing partnership returns in the high-net-worth space and private investment entities.
• Bachelor’s degree in Accounting or related field; Master’s degree in Taxation is a plus.
• CPA, JD/LLM or EA preferred, or actively pursuing licensure.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Financial Services and Accounting

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Notes

We’re not including nearby postings here; this description focuses on the Tax Manager role for the Family Office/Investment Firm.