Compensation:
$150,000 - $160,000 Per Year Plus Bonus
Location:New York, New York
Type:Perm
Job#19781
Single Family Office dedicated to serving the unique financial needs of a single high net worth family is seeking an experienced and detail-oriented Tax Manager to manage all aspects of tax planning and compliance for the SFO and its affiliated entities.
Responsibilities:
Prepare and review individual, trust, estate, partnership, private foundation and gift tax returns, ensuring accuracy and compliance with relevant tax laws and regulations.
Conduct tax research and analysis to address complex tax issues and provide strategic guidance to senior management and family members.
Coordinate with external tax advisors, legal counsel, and other professional service providers to support tax planning initiatives and ensure alignment with overall wealth management objectives.
Collaborate with internal stakeholders to assess the tax implications of investment decisions, estate planning strategies, and other financial transactions.
Maintain up-to-date knowledge of tax laws, regulations, and industry trends to inform decision-making and mitigate potential risks.
Participate in the development and implementation of tax strategies to minimize tax liabilities and optimize financial outcomes for the family office and its beneficiaries.
Qualifications:
Bachelor’s degree in Accounting, advanced degree (e.g., Master of Taxation) preferred.
CPA preferred.
5-7 years of experience in tax advisory services, with a focus on high net worth individuals and trusts.
Strong understanding of individual and fiduciary tax laws, including estate, gift, and generation-skipping transfer taxes.
Proficiency in tax software and financial planning tools (e.g., ProSystem fx Tax, BNA Income Tax Planner).
Excellent analytical, problem-solving, and decision-making skills.
Ability to prioritize tasks, manage multiple projects simultaneously, and meet tight deadlines.
Exceptional communication and interpersonal skills, with the ability to build rapport and collaborate effectively with clients and colleagues.
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