Tax Senior Manager, Family Office (HNW Tax)

Job Description

A highly respected family office in Stamford, CT is seeking a Tax Senior Manager to lead complex tax matters for ultra-high-net-worth individuals, trusts, partnerships, and closely held entities. This is an opportunity to join a collaborative, relationship-driven environment with exceptional work-life balance, long-term stability, and direct exposure to sophisticated family office structures.

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This role is ideal for someone coming from public accounting, a family office, or private client advisory environment who enjoys being a trusted advisor while working in a more strategic and lifestyle-oriented setting.

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What You’ll Do

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• Lead all aspects of tax planning, compliance, and strategy for ultra-high-net-worth individuals and family entities
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• Review and oversee complex federal, state, and local tax returns including Forms 1040, 1041, 1065, and related filings
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• Advise on tax-efficient structures for investments, trusts, partnerships, and estate planning matters
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• Partner closely with principals, external advisors, legal counsel, and investment professionals
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• Identify tax savings opportunities and proactively manage tax risk
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• Oversee tax projections, quarterly estimates, and year-end planning
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• Mentor and develop junior tax professionals while helping improve internal processes and workflows
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• Stay current on evolving tax legislation impacting HNW clients and family office operations
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Qualifications

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• 8+ years of tax experience focused on high-net-worth individuals, trusts, partnerships, and private clients
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• Strong background in public accounting, family office, or private client services
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• Deep understanding of complex individual and fiduciary taxation
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• Proven ability to manage sophisticated client relationships with professionalism and discretion
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• Strong communication skills and a hands-on, collaborative approach
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Why This Opportunity Stands Out

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• Exceptional quality of life with only 3 days per week in-office
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• Highly visible role working directly with principals and senior leadership
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• Stable, long-term environment
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Compensation:

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$150k/200k base salary + bonus

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Days in office:

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3 days per week