Tax Manager

JOB SUMMARY
The Tax Manager is responsible for overseeing tax compliance, reporting, and proactive planning across a complex multi-entity structure, including high-net-worth individuals, trusts, and partnerships/LLCs. The role manages the full tax delivery cycle in partnership with an external public accounting firm. The Tax Manager will lead a small internal team and collaborate closely with the CFO, Controller, General Counsel, investment operations, and outside advisors.

KEY RESPONSIBILITIES
Supervisory Responsibilities
• Lead, coach, and develop a small internal tax function.
• Prepare and conduct annual performance evaluations.
• Set service standards and communication norms for internal stakeholders and external advisors (timelines, responsiveness.
Duties/Responsibilities

Tax Compliance
• Own the annual tax calendar and oversee delivery of federal, state, and local filings across individuals, trusts, and partnerships/LLCs.
• Manage the workflow and relationship with the external public accounting firm that prepares returns: set timelines, provide organized support packages, review drafts, drive issues resolution, and ensure consistent quality/documentation.
• Review key tax positions, elections, and disclosures; ensure support is complete and defensible.
• Coordinate K-1 and information reporting intake, tracking, and reconciliation to internal records and investment reports.
• Oversee quarterly estimates, extensions, and payment processes; maintain estimated tax models and documentation.
• Manage notices, exams, and correspondence; coordinate responses with external advisors and ensure timely closure and record retention.

Planning, Technical Research & Advisory
• Research and evaluate tax treatment for new or non-routine transactions, investments, entity changes, and structuring questions as they arise.
• Serve as the internal point person for technical tax analysis, coordinating with external advisors when needed and ensuring conclusions are documented and implemented consistently.
• Monitor federal, state, and local tax law and regulatory developments; including current-year projections and multi-year planning opportunities.
• Communicate relevant tax updates to the broader finance team and other stakeholders through periodic meetings or memos; translate technical changes into practical operational impacts and timelines.

Finance Team Support & Cross-Functional Responsibilities
• Assist with cross-functional finance initiatives as directed.
• Collaborate with the broader finance team on both recurring and ad hoc projects and assignments.
• Support departmental initiatives, priorities, and special projects as needed.