Family Office Tax Manager

Tax Manager – High Net Worth Individuals

About the Opportunity

We are partnering with a sophisticated, growing multi-family office to hire a Tax Manager to join its tax and wealth planning team. The firm provides comprehensive wealth management and family office services to high-net-worth and ultra-high-net-worth individuals and families.

This position will focus primarily on individual tax compliance and planning, offering the opportunity to work closely with clients and their broader advisory teams in a highly collaborative environment. The Tax Manager will be responsible for managing complex individual tax matters while supporting proactive planning initiatives throughout the year.

Key Responsibilities

• Manage and review complex federal, state, and local individual income tax returns for high-net-worth and ultra-high-net-worth clients

• Oversee the preparation and review of Forms 1040 and related schedules, including complex investment, partnership, and pass-through activity

• Prepare and review quarterly estimated tax payments, extensions, projections, and year-end tax planning calculations

• Identify tax planning opportunities and work with senior team members to develop proactive strategies for clients

• Analyze K-1s and other investment-related tax reporting across complex portfolios

• Support tax matters involving trusts, estates, gifts, charitable giving, and family entities as applicable

Qualifications

• 5–7 years of relevant tax experience within Big Four, public accounting, private client services, wealth management, or a family office environment

• Strong experience with high-net-worth individual tax compliance

• Experience preparing and reviewing complex individual income tax returns

• CPA, EA, or advanced tax degree preferred

• Strong analytical and technical tax skills with exceptional attention to detail

• Ability to manage multiple client relationships and deadlines simultaneously

• Excellent written and verbal communication skills

• Ability to work collaboratively with investment, wealth planning, legal, and other advisory professionals

This position offers the opportunity to move beyond a traditional public accounting environment and work directly within a multi-family office, where tax is integrated with investment management, estate planning, financial planning, and broader family office services.

If you're interested in this position or other tax opportunities, feel free to reach out to View email address on click.appcast.io.