Tax Manager Family Office

SUMMARY This role is responsible for managing the organizations family office & investment tax reporting function.

DUTIES AND RESPONSIBILITIES Manage tax reporting function for family office & investment tax areas of organization including:

Oversee preparation or review of federal and state tax returns across Individual, Trusts, Investment Partnership entities, ensuring accuracy, consistency and timing filing of returns, estimates and extensions

Prepare and maintain supporting work papers and documentation

Management of internal & external finance teams regarding tax information

Manage members of internal and external professional staff on tax preparation

Develop clear, intelligent plans and approaches for continuous process improvement within the tax compliance process

Other Tax Responsibilities:

Provide proactive tax planning for family office individuals, trusts and investment partnerships

Advise on income, gift and estate tax matters incorporating life insurance structuring and trust structures

Prepare tax projections for family office entities

Monitor and analyze current tax legislation and highlight areas that will impact the organization or provide opportunities for the organization

Continually learn to increase tax & accounting technical expertise

Manage tax audits and notices as necessary for family office

Various other analytical projects as needed to support tax and finance function for the organization

Develop & sustain strong relationships with internal and external working team members

Provide partial supervision to senior and staff accountants and external consultants as required

Special projects and assignments as business dictates.

Responsible for the maintenance, creation and control of all personally identifiable information or any other information protected by any Confidentiality or Privacy Standards or Company Policies that you have access or knowledge of, including but not limited to any state or federal regulations including HIPPA.

SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities

SKILLS AND QUALIFICATIONS Bachelor of Accounting required and Master of Taxation, CPA or LLM strongly preferred6-8+ years of tax experience in private client services in public accounting and/or family office with focus on Individual, Trust and Investment Partnership area Advanced knowledge of individual, fiduciary, partnership and estate taxation

Strong knowledge of US federal and state income tax reporting requirements

Advanced excel proficiency, experience using One Source and GoSystem tax software

Strong organizational, analytical thinking and time management skills required

Detail oriented, ability to multi-task, ability to analyze complex tax issues

Strong project management skills, ability to drive process improvements and meet deadlines

Works well collaboratively in a team environment

PHYSICAL DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT The noise level in the work environment is usually quiet

CERTIFICATES, LICENSES, REGISTRATIONSNoneOTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.#LI-KG
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