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
- ...Family Office Advisory Manager We are the leading provider of professional services to the middle market... ...Office Advisory team serves as a trusted partner, supporting families with defining... ...resources, investment operations, tax, technology, risk, and philanthropy....SuggestedTemporary workWork at office
- ...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
$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...SuggestedFull timeContract workWork at officeLocal areaRemote work- 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
- 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...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...Work at office$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$103.1k - $188.9k
Tax Services Manager - FSO - Fiduciary Trust Tax Services Location: New York Other locations: Primary Location Only Date: May 18, 2026 Requisition ID: 17... ...backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted...Summer holidayFlexible 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
- 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
$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$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... ...and supportive people, willing to listen to your ideas. As a Tax Manager in Armanino’s State & Local Tax (Income and Franchise)...Contract workWork at officeLocal areaFlexible hours- ...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
$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- 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 High technical knowledge in review and preparation...Work at office
$200k - $250k
# Director of Finance (Family Office)Atlas SearchDirectorDirect InvestmentsFull... ...a consolidated view of trusts, real estate, investments, insurance... ...relationships, and liabilities, managing cash flow, liquidity planning, bill pay, taxes, insurance, and property-related...Work at office3 days per week$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- 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
- A leading professional services firm is seeking a Manager in Private Tax to deliver expert tax advice to high-net-worth individuals and families. This role involves leading a team, managing complex projects, and fostering strong client relationships. The ideal candidate...
- A leading professional services firm seeks a Manager in Private Tax to provide personalized tax advice and compliance support to high-growth private... ...tax planning and advising on wealth management issues for family-owned businesses and high-net-worth individuals. The ideal...
- ...Senior Technical Tax Manager Location: Remote (United States) Team: Tax Type: Full-time Start... ...platform and team of expert in-house tax professionals. You will: Stay updated... ...Bonus Points For: Experience with 1120s, trusts, estates, and gift tax planning. Familiarity...HouseFull timeRemote work
- ...Overview We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director... ...within a Big 4, mid‑tier, or in‑house financial services tax team Extensive... ...for the candidate and their family. Competitive salary and comprehensive...HouseLocal areaRelocation package
- ...Tax Manager (CPA/EA) Our client, an innovative and rapidly growing tax technology company... ...proprietary technology alongside a team of in-house experts. As a Tax Manager, you will... ...Have Experience with C-Corps (1120), trusts & estates, and gift tax Exposure to...HouseRemote job
- ...seeking a full-time Business Office Manager to work in the finance office... ...now offer Daily Pay through a trusted third-party provider giving... ...Duties Meeting with residents/families to discuss their financial... ...among its neighbors, Amsterdam House is located on Amsterdam Avenue...HouseDaily paidFull timeWork at office
- 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
$80k
...Description Job Description Office Operations Manager & Executive Assistant (New... ...in the office. The office houses a cross-functional group of... ...where you will be a trusted partner supporting one or two... ...to bond with their growing family, along with additional support...HouseFull timeWork experience placementWork at officeLocal areaImmediate startWork visaMonday to Friday- ...partnered with an established Private Wealth platform serving family offices and sophisticated investment organisations globally. As a... ...and reporting infrastructure, they seek an experienced product manager with deep investment reporting expertise to strengthen a core...Work at office
$120k - $160k
...state licensed providers, in-house pharmacy and lab integrations... ...resourceful Executive Assistant & Office Manager to serve as the primary... ...scheduling and travel. You will be a trusted partner and force multiplier... ..., household vendors, and family-related logistics as needed...HouseWork at officeFlexible hoursShift work- ...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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