Senior Tax Manager

Joplin, MO - relocation assistance available

Our client seeks a detail-oriented and experienced Senior Tax Manager to join the single-family office. This role is responsible for collaborating with and overseeing the firm’s outside tax provider and managing all aspects of tax compliance, planning, tax return preparation and review, and reporting for the family and its entities, including trusts, partnerships, investment vehicles, and charitable foundations. The role will also include other Financial Accounting tasks and responsibilities and strategic tax planning.

The ideal candidate will have strong technical tax knowledge, excellent organizational skills, and the ability to work in a confidential environment.

• iesTax Complian
• ce:
  
  Review prepared federal, state, and local tax returns for individuals, trusts, partnerships, and corporations in consultation with outside tax fir
• ms.
  
  Ensure timely filing and payment of all tax obligatio
• ns.
  
  Respond and resolve tax noti
• cesTax Planni
• ng:
  
  Develop and implement tax strategies to optimize after-tax returns and minimize liabiliti
• es.
  
  Advise on tax implications of investments, transactions, and estate planni
• ng.
  
  Assist family members with lifetime gifting strategies and multigenerational wealth transfer planni
• ng.
  
  Analyze tax implications of liquidity events, private investments, and family governance initiativ
• es.
  
  Reporting & Documenta
• tion:
  
  Maintain accurate tax records and supporting documenta
• tion.
  
  Coordinate the preparation of quarterly and annual tax projections and reports for family members and enti
• ties.
  
  Coordina
• tion:
  
  Liaise with external tax advisors, auditors, and legal counsel as ne
• eded.
  
  Collaborate with investment and accounting teams to ensure integrated financial plan
• ning.
  
  Compliance & Risk Manage
• ment:
  
  Stay current on tax laws, regulations, and best practices affecting individuals and family office cli
• ents.
  
  Ensure compliance with IRS and state requirements, including estimated tax payments and disclos
• ures.
  
  Prepare, review, and coordinate federal gift tax returns (Form 709), including annual exclusion gifts, lifetime exemption reporting, valuation-related disclosures, and related supporting documenta
• tion.
  
  Other duties as assi
• gned.
  
  This is an individual contributor role responsible for end-to-end ownership and execution of all aspects of the function, with no direct rep

• ations
  
  Bachelor’s degree in Accounting, Finance, or related field; CPA designation pref
• erred.
  
  Minimum 5 but 7-15 years of progressive tax experience is preferred working with individuals, trusts, and partner
• ships.
  
  Strong knowledge of federal and state tax laws, estate and gift tax, and investment tax
• ation.
  
  Proficiency in tax preparation software and Microsoft Office
• Suite.
  
  Exceptional attention to detail, confidentiality, and inte

• Skills Experience in a family office or private wealth management envir
• onment.
  
  Ability to manage multiple entities and complex stru
• ctures.
  
  Strong analytical and problem-solving
• skills.
  
  Excellent communication and interpersonal
• skills.
  
  Demonstrated history of adopting new technologies and improving processes through automation. Experience utilizing AI tools and data analytics in professional enviro