• 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.