Tax Manager

Tax Manager

Overview

We are seeking a Tax Manager to oversee tax compliance and planning in a family office environment. This role will manage tax staff, review complex filings, and work closely with shareholders and leadership on tax matters while maintaining strict confidentiality.

Key Responsibilities

• Supervise and review work of tax staff
• Review federal and multi-state tax returns for individuals, partnerships, corporations, trusts, and related entities
• Manage tax planning, compliance timelines, and quarterly estimates
• Prepare and review tax workpapers and projections
• Coordinate with external tax advisors and respond to tax notices
• Support estate planning and special projects as needed

Qualifications

• Bachelor’s degree in Accounting required; CPA or MS in Tax preferred
• 7+ years of tax experience, ideally in a family office or similar environment
• Strong technical knowledge of partnership, individual, and trust taxation
• Experience with quarterly/annual projections, payroll tax, W-2 and 1099 filings
• Ability to manage multiple priorities in a fast-paced setting

Technical Skills

• Microsoft Excel and Outlook
• ProSystem Fx Tax and BNA Income Tax Planner
• Spectra for Windows experience a plus