In-House Trust & Tax Manager - Family Office
Connexa Search Group
A private family office is seeking a Tax Manager to transition outsourced tax compliance in-house. The role requires direct experience in preparing trust tax returns and managing compliance for over 20 closely held entities. This is a hands-on position reporting to the CFO, where you'll oversee complex tax issues and support accounting activities. A CPA is strongly preferred, and a detail-oriented approach is essential in this high visibility role within a small team environment. #J-18808-Ljbffr Connexa Search Group
$110k - $175k
...Tax Manager [Tax & Family Office Group] Opportunity ID 8978 Department Tax Location(s) New York State... ...united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether...SuggestedPrivate practiceWork at officeLocal areaFlexible hours3 days per week$95.4k - $180.4k
...nowhere like RSM. Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing... ...Office Advisory team serves as a trusted partner, supporting families... ..., investment operations, tax, technology, risk, and philanthropy...SuggestedTemporary workWork experience placementInternshipWork at officeLocal area- ...Tax Manager - Family Office Group 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,...SuggestedWork at office
- CPS Inc. is seeking a Tax Manager with extensive experience in tax preparation for Ultra High Net Worth individuals and family offices. This role requires high technical knowledge and an ability to lead engagements while communicating effectively with clients. The position...SuggestedWork at office
$130k - $150k
Title: Tax Manager ~ Tax Strategy / HNW & Family Office Location: Secaucus, NJ Salary: $130k to $150k plus bonus Benefits: Generous PTO, 401K match, tuition reimbursement and exceptional work/life balance. Overview Open due to retirement! Tax Manager with 4 to 8 years...SuggestedWork at office- CPS, Inc. is seeking a Tax Manager in New York City. This hybrid role requires extensive experience with Ultra High Net Worth individuals and family offices. Responsibilities include preparing complex returns, leading client engagements, managing accounts, and providing...Work at office
$170k - $210k
...00.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC... ...and summarize complex tax filings, including individual, trust, partnership, and corporate returns, and present key...Full timeContract workWork at officeLocal areaRemote work$110k - $160k
...Tax Manager - Trust & Estate Jericho, NY; New York, NY About Grassi After more than 40 years... ...With over 550 employees and eleven offices spanning the New York Metropolitan Area... ...organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island...HouseSummer workWork at officeLocal areaRemote workFlexible hours$110k - $170k
...goals. EisnerAmper is seeking a Manager to join our National Tax Office with a focus on M&A Transaction... ...'s Tax Group does not only provide trusted and innovative tax solutions to its... ...well as high net worth individuals, family offices, not-for-profit organizations...Work at officeLocal areaRemote work$100k - $130k
Tax Manager: Direct Tax (State and Local Tax Group) Akron,... ...issues. Work with an in-house tax preparation team... ...and invoicing. Become a trusted business advisor to our... ...knowledge of Microsoft Office programs (Excel, Word,... ...disability, ethnicity, family or marital status, gender...HouseWork at officeLocal area$175k - $250k
...one of two senior product manager roles: Front Office-Focused Role: Partner... ...a senior product lead and trusted advisor to Front and Middle... ...determining when to build in-house vs. leverage third-party solutions... ..., wellness reimbursement, family building benefits, and a...HouseHourly pay$116.2k - $212.9k
...Markets, Wealth and Asset Management, Insurance, and Real... ...financial institutions are trusted and flourish, and the... ...FSO team! EY’s FSO tax practice provides... ...teach or assist in firm in-house trainings Ability to... ...Summer breaks, Personal/Family Care, and other leaves...HouseWork experience placementSummer holidayLocal areaFlexible hours- Senior Accounting Manager - Family Office A large, multi-generational family office is seeking a hands‑on Senior Accounting... ...for partnerships, operating companies, and trusts Review accounting workpapers prepared for tax return preparation Coordinate with private equity...Work at office
$128.3k - $173.5k
...created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by... ...people, willing to listen to your ideas. As a Tax Manager in Armanino's State & Local Tax (Income and Franchise) practice...Contract workWork at officeLocal areaFlexible hours- Simone Development Companies is seeking a Senior Accountant (Family Office) based in New York, NY. This role involves managing daily accounting and cash management for family entities and trusts, ensuring accurate financial records, and preparing reports. Candidates must...Work at office
- ...My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNW individuals and family offices. The position is located in New York City and can be hybrid. Responsibilities include but not limited to: The Tax...Work at office
$116.2k - $212.9k
...Services - Wealth and Asset Management - Tax Manager Location: New York... ...teach or assist in firm in-house trainings Ability to analyze... ...leadership Create a positive and trusting environment where team... ...Winter/Summer breaks, Personal/Family Care, and other leaves of...HouseWork experience placementSummer holidayLocal areaFlexible hours$200k - $250k
...Relationship Manager (RM) At BBH, partnership is more... ...(RM) to join our multi-family (MFO) team in New York,... ...integrating estate and tax planning Ensure all... ...physically present in the office when not traveling for... ...as a BBH executive and trusted advisor...Work at officeLocal area- ...Tax Manager Location: Remote (United States) | Team: Tax | Type: Full-time | Start Date: Apr... ...technology platform and a team of expert in-house tax professionals. You will: Team Leader... ...(1120), estate planning and trusts, gifts. Nice to have: PE and VC (funds)...HouseFull timeWork experience placementRemote work
- ...A prestigious business management firm seeks a Tax Manger to join their dynamic group... ...estate, corporate, and/or trust tax returns. The ideal... ...Professional Education (CPE) and in-house tax workshops. Work... ...~ Proficiency in Microsoft Office Suite ~ Proficiency in...HouseWork at officeFlexible hours
$117k - $141k
...Join to apply for the Tax Manager role at LSL, LLP This range is provided... ..., businesses, estates, trusts and research unusual tax matters... ...for clients. Facilitates in-house training. Authors a minimum of... ...returns. Proficiency in Microsoft Office (Outlook, Word, Excel,...HouseFull timeWork at officeRemote work$125k - $191k
...Tax Manager Weaver is a full-service national accounting, advisory and consulting firm with... ...structuring, wealth preservation, family succession consulting, and more. A Tax... ...- Weaver benefits. We also offer in-house CPE and learning opportunities through our...HouseImmediate startFlexible hours- ...seeking a full-time Business Office Manager to work in the finance... ...now offer Daily Pay through a trusted third-party provider giving you... ...Meeting with residents/families to discuss their financial obligations... ...its neighbors, Amsterdam House is located on Amsterdam Avenue...HouseDaily paidFull timeWork at office
$185k - $225k
...appreciation, trigger tax liabilities, kick... ...have to fix up the house - the list goes on!... ...for Single Family Rental landlords. Owners... ...our professionally managed Fund, in exchange for... ...Tax isn't a back-office function at Flock -... ...entire reason landlords trust us with wealth they...HouseImmediate start$110k - $160k
...Tax Manager Grassi has redefined what it means to be an advisor and... ...over 550 employees and eleven offices spanning the New York... ...partnerships and individual/ trusts ~ Strong tax accounting skills... ...organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks...HouseSummer workWork at officeLocal areaRemote workFlexible hours$80k - $110k
...tools supported by in-house experts. Above all, what... ...our people. Operating as trusted partners to our clients... .... This role involves managing trade and position reconciliations... ..., NAV reviews, and tax filings. You'll... ..., ideally with middle office exposure and hedge fund...HouseWork at officeLocal areaWorldwide$25 - $30 per hour
...in Los Angeles, and has offices in New York, Nashville,... ...will also create and manage Excel spreadsheets customized... ...booking reports, to Trust Accounting Supervisor,... ..., genetic information, family and medical care leave... ...against individuals based on housing status, including the...HouseHourly payPermanent employmentWork at officeLocal area- Sage Haus is seeking experienced House Managers & Family Assistants in Kentucky to ensure smooth household operations. Responsibilities include daily home management, meal preparation, and occasional childcare support. Ideal candidates are organized, dependable, and proactive...HouseFull timePart timeAfternoon shiftWeekday work
- 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...Work at office
- ...growth and is seeking a Tax Director for our... ...have the flexibility to manage your days in support of... ...collaborating with other in-house tax professionals, as well... ...doesn't only provide trusted and innovative tax... ...net worth individuals, family offices, not-for-profit organizations...HouseLocal area
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