Tax Manager

Tax Manager

Hybrid – 2 days in Office

This is a high-impact, relationship-driven newly created role within an organization that values technical excellence, thoughtful planning, and long-term continuity. It offers the opportunity to move beyond compliance into strategic partnership, building deep institutional knowledge while shaping how tax considerations inform broader financial and investment decisions.

CIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. The organization supports the long-term stewardship of wealth across multiple generations and entities, trusts and estates, private foundations, partnerships, and investment holding companies.

CIG operates with an institutional mindset while maintaining the agility and discretion of a private organization. The team is highly collaborative, well-resourced, and committed to thoughtful decision-making, disciplined governance, and long-term value creation. Tax, accounting, and financial strategy play a central role in how CIG evaluates investments, structures transactions, and manages risk.

Employees at CIG benefit from a stable environment, sophisticated work, and meaningful access to decisionmakers, with an emphasis on professionalism, intellectual rigor, and mutual respect.

This newly created position (Tax Manager) will play a key role in tax compliance, reporting, and strategic planning across a diverse and sophisticated organizational structure. This position will partner closely with the Chief Financial Officer, Manager of Finance, accounting team, investment professionals, and external tax advisors to ensure accurate, timely, and well-coordinated tax processes. The Tax Manager will function as a trusted internal expert, bringing rigor, insight, and organization to an increasingly complex tax environment.

Designed with long-term growth in mind, the role offers progressive responsibility, structured knowledge transfer, and deep exposure to advanced tax matters. It is ideally suited for a technically strong tax professional who values collaboration, enjoys working with complex ownership structures, and is motivated to build long-term expertise within a stable, well-resourced organization where tax strategy meaningfully informs financial and investment decision-making.

Experience Requirements

• 5–8 years of progressive tax experience in public accounting or a sophisticated family office environment
• Demonstrated expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning
• Experience supporting real estate investments, private equity structures, and multi-entity ownership arrangements strongly preferred
• Advanced Excel capabilities required

Education & Credentials

• Bachelor's degree in Accounting or Taxation (required)
• Master's degree in Taxation (preferred)
• CPA designation required

Benefits & Total Rewards

CIG offers a comprehensive and competitive benefits package designed to support employee well-being and long-term success, including:

• Medical, dental, and vision insurance
• Company-paid life insurance
• Short-term and long-term disability coverage
• 401(k) retirement plan with company match
• Company-paid Employee Assistance Program (EAP)
• Generous paid time off, including vacation, personal days, holidays, and sick leave