Tax Manager (Individuals)

The salary range for this position is $160,000 - $165,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on click.appcast.io DescriptionThe Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers.Key Duties & Responsibilities • Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises.• Review and manage annual Fair Market Value Balance Sheet project.• Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations.• Review tax projections and quarterly estimates.• Identify and research tax issues, consult with internal tax experts.• Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations.• Review insurance policies, claims and schedules for individuals, personal entities and foundations.• Mentor and develop staff accountants within Individual/Foundation Group.• Identify future needs of the family office accounting function and recommend appropriate plans/actions.• Lead and manage special projects, as needed.