Tax Manager — High Net Worth & Fiduciary Returns

Tax Manager

New permanent opportunity for a Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.

Compensation:
Salary around $110,000-$150,000ish + bonus depending on experience.

• Prepare complex income tax returns, 1041, 1065 and 990-PF
• Tax planning, quarterly tax estimates, and tax research
• Assist with trust accounting, preparing estate and gift tax returns

• Bachelor’s Degree
• CPA and/or Master’s Degree a plus
• Extensive income tax preparation experience
• Experience preparing complex fiduciary and partnership income tax returns

OR

• Tax experience with a strong interest in High Net Worth Tax work

• Opportunities for advancement
• Profit sharing/401(k) plan, full benefits
• Critical role with high-profile clients that are long established, working together for generations
• Excellent family culture, good work life balance, family oriented, flexibility
• Significant, complex, interesting work
• Opportunity to make an impact
• Long term employees, most employed for 15+ years