Family Office Senior Tax Manager

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 16 years, we have successfully placed tax professionals at every level in private industry and public accounting. We service our clients primarily in the NYC area as well nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada).

Our client is a Family Office in New York City. This is a hybrid position with expectations to be in the office up to 3x a week.

Our client is a well-established family office dedicated to managing and preserving wealth across generations. The office oversees a diverse portfolio, including investments, real estate, trusts, and philanthropic endeavors. We are seeking a highly skilled Senior Tax Manager to lead and optimize tax strategies while ensuring compliance with federal, state, and local tax regulations.

The Senior Tax Manager will be responsible for overseeing all aspects of tax planning, compliance, and reporting for the family office and related entities. This individual will play a key role in advising family members, coordinating with external advisors, and ensuring the most effective tax strategies are in place.

• Develop and implement tax strategies to minimize liabilities and enhance tax efficiencies.
• Oversee the preparation and filing of federal, state, and local tax returns for individuals, trusts, partnerships, and corporate entities.
• Ensure compliance with all tax laws and regulations while identifying opportunities for tax savings.
• Work closely with investment, legal, and estate planning teams to align tax strategies with financial goals.
• Manage relationships with external tax advisors, auditors, and regulatory authorities.
• Provide tax guidance on philanthropic initiatives, charitable foundations, and gifting strategies.
• Stay current with tax legislation and proactively advise on potential impacts.
• Lead tax audits and correspondence with tax authorities as needed.
• Assist with estate planning and wealth transfer strategies to optimize tax implications for future generations.
• Mentor and oversee junior tax staff within the family office.

• CPA, JD, or MST preferred.
• Bachelor’s degree in Accounting, Finance, or related field.
• 8+ years of experience in tax planning and compliance, preferably within a family office, public accounting firm, or private wealth management setting.
• Expertise in individual, trust, estate, partnership, and corporate taxation.
• Strong knowledge of tax laws, estate planning strategies, and wealth transfer techniques.
• Experience working with ultra-high-net-worth individuals (UHNWIs) and multi-generational families.
• Excellent communication skills and ability to interact with family members and advisors with discretion and professionalism.
• Strong analytical skills and attention to detail.
• Proficiency in tax software and financial reporting tools.