Senior Tax Manager - Family Office

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 16 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting.

We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada).

Location:

New York, NY

A prestigious, multi-generational family office in New York City is seeking an experienced Senior Tax Manager to oversee and optimize the full scope of tax planning, compliance, and advisory functions. This individual will work closely with the CFO, outside advisors, and family stakeholders to ensure accurate reporting, efficient structures, and proactive planning across a sophisticated portfolio of investments and entities.

• Lead strategic tax planning for the family and related entities, including trusts, partnerships, investment vehicles, foundations, and holding companies.
• Develop and implement tax-efficient strategies related to investment structures, estate planning, and intergenerational wealth transfer.
• Monitor federal, state, and local tax law changes; advise leadership on impacts, risks, and opportunities.
• Provide high-level guidance on complex matters such as SALT issues, passive activity rules, carried interest, M&A transactions, and philanthropic planning.

• Oversee the preparation and review of federal, state, and local income tax returns for individuals, trusts, partnerships, and corporate entities; coordinate with external tax advisors as needed.
• Manage quarterly and annual estimated tax payments for all family members and entities.
• Ensure timely and accurate delivery of K-1s, 1099s, and all required filings.
• Oversee ASC 740 considerations for applicable entities.

• Maintain tax records, work papers, and documentation for all entities in accordance with best practices.
• Build and refine internal processes to improve accuracy, efficiency, and compliance.
• Act as a liaison with tax authorities during audits and inquiries.
• Collaborate with investment, accounting, trust & estates, and legal professionals to support holistic family office operations.

• Serve as a trusted advisor to family members, providing clear communication on tax matters while maintaining utmost discretion and confidentiality.
• Coordinate and manage relationships with external CPA firms, attorneys, and advisors.

• Bachelor’s degree in Accounting, Finance, or related field;
  Master’s in Taxation preferred.
• CPA or JD/LLM highly preferred.
• 8+ years of progressive tax experience, ideally with a blend of public accounting (Big 4 or top-tier firm) and private/family office experience.
• Strong expertise in high-net-worth individual taxation, flow-through entities, trusts & estates, investment partnerships, and multi-state issues.
• Experience with complex family structures, private investments, and alternative asset classes (private equity, hedge funds, real estate) is highly desirable.
• Exceptional analytical, organizational, and interpersonal communication skills.
• Ability to handle sensitive information with discretion and operate effectively in a small-team environment.