Tax Senior Manager, Family Office; HNW Tax

A highly respected family office in Stamford, CT is seeking a Tax Senior Manager to lead complex tax matters for ultra-high-net-worth individuals, trusts, partnerships, and closely held entities. This is an opportunity to join a collaborative, relationship-driven environment with exceptional work-life balance, long-term stability, and direct exposure to sophisticated family office structures.

This role is ideal for someone coming from public accounting, a family office, or private client advisory environment who enjoys being a trusted advisor while working in a more strategic and lifestyle-oriented setting.

• Lead all aspects of tax planning, compliance, and strategy for ultra-high-net-worth individuals and family entities
• Review and oversee complex federal, state, and local tax returns including Forms 1040, 1041, 1065, and related filings
• Advise on tax-efficient structures for investments, trusts, partnerships, and estate planning matters
• Partner closely with principals, external advisors, legal counsel, and investment professionals
• Identify tax savings opportunities and proactively manage tax risk
• Oversee tax projections, quarterly estimates, and year-end planning
• Mentor and develop junior tax professionals while helping improve internal processes and workflows
• Stay current on evolving tax legislation impacting HNW clients and family office operations

• 8+ years of tax experience focused on high-net-worth individuals, trusts, partnerships, and private clients
• Strong background in public accounting, family office, or private client services
• Deep understanding of complex individual and fiduciary taxation
• Proven ability to manage sophisticated client relationships with professionalism and discretion
• Strong communication skills and a hands-on, collaborative approach

• Exceptional quality of life with only 3 days per week in-office
• Highly visible role working directly with principals and senior leadership