Senior Tax Associate / Tax Manager - High-Net-Worth & Family Office

NOTE- ONLY ONE DAY PER WEEK IN OFFICE

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People Architects is partnering with a well-established single-family office that provides comprehensive financial, tax, and wealth management services to high-net-worth individuals and their families.

Are you an experienced Senior Tax Associate or Tax Senior looking to take the next step in your career outside traditional public accounting?

Our client, an established single-family office in the Cleveland area, is seeking a tax professional to support tax compliance, planning, and reporting for high-net-worth individuals, trusts, partnerships, LLCs, and private foundations.

This is an excellent opportunity for someone with strong technical tax experience who is ready to take on greater ownership and responsibility. Previous family office experience and direct people-management experience are not required.

The ideal candidate will bring a strong foundation in individual and partnership taxation, experience working with high-net-worth clients, and an interest in developing broader exposure to complex family office tax matters.

You will collaborate with experienced professionals and external advisors in a relationship-driven environment focused on long-term wealth preservation and tax planning.

This opportunity offers the chance to contribute to ongoing technology enhancements, process improvements, and greater operational efficiency within the tax department.

Key Responsibilities

• Review and occasionally prepare individual, trust, partnership, LLC, private foundation, and corporate returns.
• Manage annual tax calendars and filing deadlines.
• Coordinate collection and review of K-1s, brokerage statements, and supporting tax documentation.
• Monitor tax law changes and assess impacts on family entities and investments.
• Manage responses to IRS and state tax notices and examinations.
• Support succession planning and multi-generational wealth preservation.
• Analyze tax implications of investments, acquisitions, dispositions, and charitable activities.
• Prepare and review fiduciary accounting calculations for trust distributions.
• Coordinate tax reporting for domestic and international investments.
• Ensure compliance with regulatory and reporting requirements.
• Coordinate with external CPAs, attorneys, investment managers, and custodians.
• Present complex tax matters to family stakeholders in a clear, understandable manner.
• Supervise, coach, and develop tax staff to strengthen technical expertise, improve performance, and support professional growth.
• Establish and improve tax processes, controls, and documentation.
• Manage special projects related to family office operations and strategic planning.
• Support budgeting and forecasting of tax liabilities and cash flow needs.
• Maintain the highest level of confidentiality and discretion.

Qualifications

• Bachelor's degree in Accounting, Finance, or Taxation.
• 3-10 years of tax experience in public accounting, private wealth, family office, or related environments.
• Strong knowledge of individual, fiduciary, partnership, nonprofit and corporate taxation.
• Strong proficiency in tax preparation and accounting software, preferably CCH.
• Experience with high-net-worth clients and complex investment structures.
• Excellent analytical, communication, and relationship management skills.

Preferred Experience and Skills

• Family office or private client services experience.
• Trust expertise.
• Alternative investments, private equity, hedge fund, and partnership taxation experience.
• Multi-state and international tax exposure.
• Experience managing tax compliance functions, including external advisors.
• Strong client service orientation
• CPA

Equal Opportunity Statement: We are committed to a diverse and inclusive workplace. People Architects and our clients are equal opportunity employers and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Applicants for employment with any of People Architects or its clients will never be asked to provide money (even if reimbursable) as part of the job application or hiring process. xhyhwjd

No external agencies/3rd parties.