Tax Manager, Family Office (Ptshp & UHNW Tax)
$150k - $175kAtlas Search
Tax Manager, Family Office (Ptshp & UHNW Tax) Ready to join a Family Office with a Great Quality of Life? We are working on a Tax Manager Opportunity at a Family Office in Long Island whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families. The ideal candidate should have strong tax experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, operating partnerships, trusts, and philanthropic entities. This is a new Tax Manager role that reflects significant growth in the volume of investment and foundation activities as well as their complexity. Responsibilities Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations. Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients. Research complex tax issues and formulate opinions. Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills. Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable. Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.). Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Accounting / Auditing Industries: Individual and Family Services, Investment Management, and Venture Capital and Private Equity Principals Benefits Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Base pay range $150,000.00/yr - $175,000.00/yr Additional compensation types Annual Bonus Referrals increase your chances of interviewing at Atlas Search by 2x Get notified about new Tax Manager jobs in Nassau County, NY . #J-18808-Ljbffr Atlas Search
- Our client is a Single Family Office hiring for a newly created Tax Manager Role. Responsibilities Complex tax preparation and filings including individual, trust... ...and related entities Qualifications 5-8 years of UHNW tax experience, with exposure to estate, gift and trust...SuggestedWork at officeLocal area
- A specialized recruiting firm is looking for a Tax Manager to oversee tax compliance and strategy for ultra-high net worth families. This full-time position involves preparing tax returns, analyzing projections, and staying updated on tax regulations. The ideal candidate...SuggestedFull timeWork at office
- CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities: Supervise, direct a team members performing duties for the client. Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations...SuggestedWork at office
- ...Family Office Advisory Manager We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence... ..., finance, human resources, investment operations, tax, technology, risk, and philanthropy. This allows us to deliver...SuggestedTemporary workWork at office
RSM
New York, NY3 days ago - ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful candidate...SuggestedWork at office
- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...Work at office
- A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of...Work at office
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members...Work at office$170k - $210k
...recruiter to learn more. Base pay range $170,000.00/yr - $210,000.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC, 3 days in office Compensation: Up 170-200k base + 20-30%...Full timeContract workWork at officeLocal areaRemote work$206.6k - $281.5k
...environment where your passions, work, and family & friends can overlap. We want to help you... ...Plan, execute, direct, and complete tax and transfer pricing projects in a wide variety... ...and compliance expertise to clients; and manage to budget. Manage, direct, and monitor...Contract workWork experience placementWork at officeLocal areaFlexible hoursArmanino
New York, NY2 days ago- Ernst & Young Oman seeks a Manager in Private Tax to provide personal tax advice and compliance support to business owners and families. You'll lead the delivery of tailored tax solutions and navigate challenges involving family governance and wealth transfer. This role...
$80k - $110k
Staff Accountant - Fully Remote UHNW Family Office - $80k- $110k + B and company paid benefits The Company: An Ultra-High-Net-Worth Single... ...and bill pay across family office and gallery entities Manage sales tax and inventory accounting, particularly for fine art held...Remote jobWork at officeImmediate start- A highly respected private family office is seeking an exceptional Travel Manager to oversee all aspects of complex domestic and international travel for a high-profile principal and family. This is a highly visible role requiring impeccable attention to detail, discretion...Work at officeImmediate startWorldwide
$55k - $75k
Pathstone is seeking a Tax Associate in New York to provide timely and accurate tax services for clients. You will handle tax projections... ...accounting experience, and is familiar with high net worth families. The position offers a starting salary between $55,000 - $75,000...Work at office- Jobot is seeking a Family Office Tax Associate in New York City to support a diverse portfolio of high-net-worth clients. You will handle... ...administration, while collaborating with tax, accounting, wealth management, and family office professionals. You will provide business...Work at office
$140k - $190k
...Single Family Office Relationship Manager page is loaded## Single Family Office Relationship Managerlocations... ...internal expertise across investments, tax, trust and estate, and numerous... ...alternatives; preference for experience with UHNW/Single Family office.* Proven record...Work at officeFlexible hoursBrown Brothers Harriman
New York, NY1 day ago$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...Work at officeBrown Brothers Harriman
New York, NY1 day ago- ...importantly, the flexibility to manage your personal and professional... ...with SALT and International tax groups. Ensure staffing & coverage... ...review bonus payrolls to officers from loan out entities. Manage... ...in the business management or family office industry; or 6-9 years...Work at office
- ...New York seeks a Senior Relationship Manager to lead business development for our Single Family Office practice. You will source, cultivate and close opportunities with UHNW clients and family offices, coordinating with investment, tax and fiduciary teams to deliver...Work at office
- About Savvy Wealth: Wealth management is a $545 billion industry that still... ...grow without running the back office themselves. Advisors bring... ...Come help us scale! The Role: A family office does more than manage money. It runs a family's taxes, their estate, their trusts,...Live inWork at office
- CFA Institute is seeking a Finance and Accounting Manager to oversee in-house accounting for the CHC, KRC, and IFF within a single family office and foundation structure. This role focuses on full-cycle bookkeeping, tax collaboration, and governance across entities in a...Work at office
$200k - $250k
Silvercrest Asset Management Group LLC is a leading independent, registered... ...bespoke asset management and family office services to ultra-high-net-... ...across investment advisory, tax planning, estate planning,... ...excellent reputation within the UHNW space. Job Requirements...Full timeWork at office- NACBA in New York City seeks a Finance and Accounting Manager for its single family office and foundation operations. You will own tax and accounting processes, maintain books across CHC, KRC, and IFF, and partner with outside accountants to ensure compliance and timely...Work at office
- A leading family office is seeking a Staff Accountant to manage accounting functions in a fully remote role. Candidates must have over 3 years of experience in... ...responsibilities including oversight of accounts payable and sales tax management. The ideal candidate is detail-oriented...Remote jobWork at office
$180k - $350k
...services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves developing... ..., particularly in alternative investments and tax-aware strategies. This position offers a competitive salary...Work at office£42k per year
Autograph Recruitment is seeking an experienced Private Client Tax Manager in Somerset, United Kingdom. The role involves managing a portfolio of private clients, preparing tax returns, and supporting clients with their tax affairs. Candidates need at least 5 years of experience...Work at officeFlexible hours- Work you’ll be responsible for: Research and analyze federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft...Work at officeLocal area
$100k
...you’ll launch a high‑impact fractional family office practice operating as the de facto CFO for... ...their cash flow, entity strategy, tax planning, and financial decision‑making,... ...income and estate tax strategies, risk management analysis, investment coordination, and long...For contractorsWork at officeImmediate startRemote workArk Financial
New York, NY1 day ago$130k - $150k
...supporting payroll operations for Multi Family Office. This role provides high touch service across... ...-state compliance, and the ability to manage sensitive client and employee matters... ...unemployment insurance (SUI) and state/local tax withholding as clients expand into new...Minimum wagePermanent employmentTemporary workWork at officeLocal areaRelocationFlexible hoursShift work- LMC, a New York City-based CPA firm, seeks a Director of Family Office Business Management to lead financial strategy, operations, and client advisory... ...You will supervise staff, optimize workflows, coordinate tax planning across multi-state and international contexts, and...Remote jobWork at officeFlexible hours
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