Sr Tax Accountant or Tax Manager; Family Office

Sr Tax Accountant or Tax Manager (Family Office)

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We are seeking a highly motivated and detail-oriented Tax Manager to oversee all aspects of tax matters for high-net-worth individuals, trusts, partnerships, and foundations within a family office structure. The role encompasses tax compliance, planning, and research. The ideal candidate will possess strong technical tax expertise, analytical thinking, and exceptional communication skills, and will thrive in a collaborative and fast-paced environment.

• Compliance Oversight:
  Manage the preparation and review of complex tax returns and reporting for individuals, trusts, partnerships, and non-profit organizations.
• Tax Planning & Projections:
  Lead quarterly tax projections, oversee estimated tax payments, and implement effective planning strategies.
• External Coordination:
  Collaborate with external tax advisors on workflow management, filings, consulting projects, and issue resolution.
• Document & Audit Management:
  Oversee the maintenance of tax documentation, ensure compliance with reporting requirements, and respond to inquiries from tax authorities.
• Tax Research:
  Conduct research and analysis to ensure compliance with evolving tax laws and identify tax‑saving opportunities.
• Financial Statement Oversight:
  Supervise the preparation of financial statements to ensure accuracy and consistency.
• Other Compliance & Reporting:
  Manage additional filings and compliance items such as Form 1099, business license renewals, and annual returns.
• Leadership &
  
  Collaboration:
  
  Mentor junior staff and work cross‑functionally with internal teams to support related tax and financial activities.

These duties are intended to describe the general nature and level of work performed and are not exhaustive. The company reserves the right to modify duties and responsibilities as business needs evolve.

• Bachelor’s degree in Accounting, Taxation, or a related field.
• 3-6 years of progressive tax experience, focusing on HNW individuals, trusts, and pass-through entities in public accounting or a family office environment.
• Strong technical knowledge of U.S. tax laws, including partnership and trust taxation, and related reporting requirements.
• Excellent organizational skills with a proven ability to meet deadlines and manage multiple projects.
• Strong research, analytical, and problem‑solving abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong interpersonal and communication skills, with the ability to collaborate across teams and serve as a primary contact on engagements.
• Self‑motivated, results‑oriented, and capable of achieving strategic objectives in a dynamic setting.
• CPA certification is preferred but not required.
• Fluency in Mandarin (verbal and written) is a plus.
• 100% Medical, Dental, Vision, Life insurance offered after a 60‑day probationary period.
• Paid vacation days and sick leave.
• Paid Holidays + Floating Holidays.
• 401(k).
• Free snacks and drinks in office.
• Company engagement events.

While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close, distance and color vision.

Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in…