Tax Manager, Family Office; Ptshp & UHNW Tax

Tax Manager, Family Office (Ptshp & UHNW Tax)

Location:

Long Island, NY

Base pay range: $/yr – $/yr

• Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations.
• Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios to determine optimal tax planning strategies to recommend to individual and trust clients.
• Research complex tax issues and formulate opinions.
• Assist in training the tax staff on tax technical, people development, client relationship, and project management skills.
• Correspond with the IRS and state tax authorities to resolve tax notices and assist in audit processes, if applicable.
• Proactively keep apprised of the ever‑changing tax landscape (e.g., laws, proposals, strategies).

The ideal candidate should have strong tax experience with ultra‑high net worth families and significant experience preparing and reviewing tax returns for individuals, operating partnerships, trusts, and philanthropic entities. This role reflects significant growth in the volume of investment and foundation activities as well as their complexity.

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Disability insurance

Seniority level:
Mid‑Senior level

Employment type:

Full‑time
Job function:
Finance and Accounting/Auditing
Industries:
Individual and Family Services, Investment Management, Venture Capital and Private Equity Principals