Tax Manager

JCW Group

Job Description

About the Job

A leading investment firm is looking to hire a Tax Manager to join its family office in the NYC tri-state area. This is a high-visibility role where you’ll work directly with senior leadership and gain broad exposure across tax, planning and wealth management, all within a collaborative, team-focused culture.

What You’ll Do

Oversee tax compliance and planning for a group of high-net-worth individuals.
Partner with external CPA firms and internal tax and accounting teams.
Prepare tax projections and identify planning opportunities.
Support reporting, liquidity and investment activity across a diverse portfolio.
Contribute to estate planning and charitable giving strategies.
Lead junior team members.

Why This Role

Work with a respected, well-established firm known for its strong culture.
Gain broad exposure beyond traditional tax compliance.
Take on a role with real ownership and room to grow.
Join a close-knit, collaborative team.

Qualifications

5+ years’ experience in public accounting or a family office environment.
Background in individual and/or partnership tax.
Proactive, motivated and committed to excellence.

If you’re interested in learning more about this position or have questions about the market, message me directly or email View email address on ziprecruiter.com

Apply

Vacancy posted 14 days ago

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