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Are you a seasoned tax professional with a passion for precision and a knack for managing complex tax matters? Our client, a well-established Family Office, is looking for an experienced Tax Manager to join their team. In this role, you’ll work directly with the Tax Director to manage and prepare a variety of tax filings—including individual, trust, and partnership returns—while also overseeing vital accounting and administrative responsibilities.
Job Responsibility:
Prepare and review federal and state tax returns, including K-1s, 1099s, gift tax, and foundation filings
Manage quarterly tax estimates, reconciliations, and amended returns
Collaborate with external auditors and internal teams on tax data management
Handle administrative filings such as IT-204LLs, commercial rent tax forms, and payroll tax documents
Maintain basis calculations and assist in true-up activities for exiting partnerships
Organize and manage tax documents, signature tracking, and e-file processes
Play a key role in supporting Corporate Transparency Act compliance and pass-through entity tax filings
Requirements:
Bachelor's degree in Finance, Accounting or related field
5+ years of tax accounting experience, preferably in a family office or high-net-worth environment
CPA preferred
Expertise in individual, partnership, and trust tax returns