Job Description
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
Job Tags
Work at office,