Tax Manager

Looking for a Tax Manager to assist the tax director for a multi-generational family office. The accountant will provide a wide array of services on tax planning, projects, and compliance requirements. The candidate would work with a team to accomplish all the tax compliance of family owned entities, including venture businesses, real estate partnerships, closely held corporations, fiduciary, foundations and high net worth individuals.


  • Prepare in-house tax workpapers, Federal and state income tax returns for individuals, fiduciary, small businesses, private foundations, and federal gift tax returns. In addition, liaise with accounting firm and administrator continuously for the completion of tax returns.  


  • Provide timely quarterly income tax projections and estimates


  • Process filings for tax forms and related disbursements with taxing authorities


  • Research all related tax matters including income, gift, sales/use taxes


  • Assist in tax planning including estate and gift planning, wealth transfer and trust administration.


  • Analyze investment transactions and track the cost basis of investment portfolios held in family investment partnership


  • Document financial planning projects including reconcile stock and cash charitable donations and closely monitor the foundation minimum payout status


  • Respond to notices from the IRS and state and local taxing authorities


  • Maintain books and records of multiple entities as well as reconcile intercompany transactions between multiple accounting systems


  • Liaise closely with team and administrative assistants to collect and review documents to support tax reporting


  • Perform special ad-hoc related analysis at management request


  • BA/BS degree in Accounting, CPA or EA a must


  • Experience in high net-worth individual and family group, business, real estate, not-for-profit organizations a plus 


  • Proficient in Quickbooks, Quicken, Microsoft Office, BNA Tax Planner, and CCH ProSystem Fx


  • Strong understanding of tax strategy, planning, accounting and compliance for families


  • Strong work ethic, excellent communication skills and attention to details


  • Strong organizational skills, detailed oriented and highly motivated  
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