Tax Manager
JCW Group
We are partnered with a leading multi-family office seeking a Tax Manager. This individual will play a key role in supporting tax compliance, individual tax, trust, and estates across a diverse portfolio of investment funds and wealth management. The ideal candidate will have strong tax management experience, a solid background of tax compliance for high-net worth and ultra-high-net worth individuals and families.
Responsibilities
- Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families.
- Review complex tax returns (Forms 1040) and K-1s.
- Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.
- 4 days in office
Qualifications
- CPA, EA, or advanced tax degree preferred.
- 5–7 years of relevant tax experience.
- Background within public accounting, multi-family office, single family office, or private wealth environment.
- Experience reviewing Forms 1040 and Schedule K-1 reporting.
- Excellent analytical, organizational, and communication skills.
For more information regarding this position or other tax opportunities, feel free to reach out to
Vacancy posted 20 hours ago
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