Tax Manager, Investment Funds/Family Office

Tax Manager, Investment Funds/Family Office Base pay range: $140,000.00/yr - $165,000.00/yr Firm: Family Office / Investment Firm Responsibilities: Conducts high level review of tax returns of high-net-worth individuals, closely held, and operating and investment partnerships. Ensures that clients comply with all applicable authorities, while at the same time minimize their tax and reporting burdens. Review of complex tax allocations and securities adjustments for hedge and private equity funds, including 704(c)/(b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI. Conducts top level review of tax returns and resolves all tax issues. Support family office with customized planning strategies, including intergenerational wealth transfers and entity structuring. Assists with developing, recommending, and implementing efficient methods to maximize client benefits, especially by decreasing clients’ current and future taxes. Qualifications: 7+ years’ experience in preparing and reviewing partnership returns in the high-net-worth space and private investment entities. Bachelor’s degree in Accounting or related field; Master’s degree in Taxation is a plus. CPA, JD/LLM or EA preferred, or actively pursuing licensure. Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing and Finance Industries Financial Services and Accounting Get notified about new Tax Manager jobs in Greenwich, CT . Notes We’re not including nearby postings here; this description focuses on the Tax Manager role for the Family Office/Investment Firm. #J-18808-Ljbffr Atlantic Group