Tax Manager

JCW Group

Job Description

We are partnered with a leading multi-family office seeking a Tax Manager. This individual will play a key role in supporting tax compliance, individual tax, trust, and estates across a diverse portfolio of investment funds and wealth management. The ideal candidate will have strong tax management experience, a solid background of tax compliance for high-net worth and ultra-high-net worth individuals and families.

Responsibilities

Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families.
Review complex tax returns (Forms 1040) and K-1s.
Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.
4 days in office

Qualifications

CPA, EA, or advanced tax degree preferred.
5–7 years of relevant tax experience.
Background within public accounting, multi-family office, single family office, or private wealth environment.
Experience reviewing Forms 1040 and Schedule K-1 reporting.
Excellent analytical, organizational, and communication skills.

For more information regarding this position or other tax opportunities, feel free to reach out to View email address on ziprecruiter.com

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Vacancy posted 9 days ago

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