Tax Manager; Individuals

Position: Tax Manager (Individuals)
Description

The salary range for this position is $160,000 - $165,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance.

To apply to this hybrid role please send your resume to john.sadofsky.

Job Description

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers.

Key

Duties & Responsibilities

- Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises.

- Review and manage annual Fair Market Value Balance Sheet project.

- Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations.

- Review tax projections and quarterly estimates.

- Identify and research tax issues, consult with internal tax experts.

- Review and reconcile journal entries and general ledger for multiple individuals, LLC's, partnerships, S-Corporations and foundations.

- Review insurance policies, claims and schedules for individuals, personal entities and foundations.

- Mentor and develop staff accountants within Individual/Foundation Group.

- Identify future needs of the family office accounting function and recommend appropriate plans/actions.

- Lead and manage special projects, as needed.

Requirements

Qualifications

- A minimum of 7-10 years' of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts and not-for-profit entities.

- Relevant undergraduate degree required.

- CPA preferred.

To apply to this hybrid role please send your resume to john.sadofsky.

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Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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