Senior Tax Manager

Senior Tax Manager

A privately held organization with complex ownership and investment activity is seeking a senior-level tax professional to oversee tax planning, compliance, and advisory support across a portfolio of individuals, trusts, and closely held entities. This position works closely with ownership and executive leadership in a highly confidential, relationship-driven environment and plays a key role in long-term financial strategy.

• Oversee preparation, review, and filing of federal and state tax returns for individuals, trusts, partnerships, and pass-through entities
• Analyze complex K-1s, investment income, and multi-entity ownership structures
• Develop and execute tax planning strategies for high-net-worth individuals and affiliated businesses
• Support trust, estate, and gift-related filings and planning activities
• Monitor tax law changes and communicate their impact to ownership and leadership
• Prepare tax projections, multi-entity estimates, and year-end planning models
• Coordinate quarterly and annual estimated tax calculations and payments
• Maintain documentation and tracking of tax positions, deadlines, and planning strategies
• Work closely with external CPAs, attorneys, and wealth advisors to ensure aligned planning and compliance
• Support cash flow forecasting, net-worth reporting, and entity-level financial coordination
• Review work prepared by internal staff and third-party providers for accuracy and completeness
• Establish workflows, controls, and processes to support a scalable internal tax function
• Identify opportunities to improve efficiency through technology, automation, and better reporting
• Provide guidance on entity structuring, restructures, and transaction-related tax matters
• Assist with special projects related to investments, acquisitions, or business changes
• Handle highly sensitive financial and personal information with discretion and professionalism

• CPA required
• Bachelor’s degree in Accounting or Finance
• 5+ years of progressive tax experience
• Deep experience with high-net-worth individuals, trusts, partnerships, and closely held businesses
• Strong technical knowledge of multi-entity, multi-state, and investment-driven tax structures