A family office is seeking a Tax Manager to join their dynamic team. Reporting directly to the Tax Director, you will be exposed to multi-asset investment portfolios, complex tax structures and strategies and innovative estate and personal income tax planning. You will be a significant contributor to a small cutting-edge firm which offers professional growth and development, continuous learning, and a work-life balance.

Responsibilities

• Prepare/review tax workpapers and returns for various individuals, trusts, private equity and special purposes vehicles.
• Prepare quarterly individual and trust tax estimates and complete other internal tax projects and analysis as assigned.
• Preparation of Principal’s individual and related grantor trust tax projections
• Preparation of individual tax returns for family members of its Principal and senior employees.
• Review of schedule K-1s of its Founder’s and senior employees, which includes multi-state tax requirements; K-1s to be incorporated into their individual income tax returns prepared by external tax providers.
• Analyze trading portfolios for applicable tax adjustments

Qualifications

• Proficient with Excel
• Experience with tax software programs, preferably CCH ProSystem and Gosystems (preparing returns, qualifying for e-file)
• Proficient in partnership and trust accounting
• High level understanding of equity and tax allocations for partnerships
• Solid communication, interpersonal and project management skills
• A self-starter who must work well with others and have the ability to work and integrate with other departments to streamline flows of efficiency.
• Must be able to handle multiple time-sensitive projects and prioritize heavy workloads

 

 

 

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

 

 

 

Posted On: Wednesday, May 28, 2025
Compensation: $130,000 - $160,000