We are partnered with a leading multi-family office seeking a Tax Manager. This individual will play a key role in supporting tax compliance, individual tax, trust, and estates across a diverse portfolio of investment funds and wealth management. The ideal candidate will have strong tax management experience, a solid background of tax compliance for high-net worth and ultra-high-net worth individuals and families.
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Responsibilities
- Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families.
- Review complex tax returns (Forms 1040) and K-1s.
- Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.
- 4 days in office
Qualifications
- CPA, EA, or advanced tax degree preferred.
- 5–7 years of relevant tax experience.
- Background within public accounting, multi-family office, single family office, or private wealth environment.
- Experience reviewing Forms 1040 and Schedule K-1 reporting.
- Excellent analytical, organizational, and communication skills.
For more information regarding this position or other tax opportunities, feel free to reach out to
Tax Manager in new york at Unknown Company
This position is listed as full time and onsite.