Tax Manager, Family Office - Estate Planning/Trust Administration

This includes oversight of investments, preparing meeting materials; advising on estate plans; ensuring compliance with tax laws; and liaising with legal, tax, and other areas in connection with trust and estate planning matters. Unity Search has been retained by a prominent family office looking to add a Tax Manager with a focus on High Net-Worth Estate Planning & Trust Administration.

Tax Manager, Family Office

Unity Search has been retained by a prominent family office looking to add a Tax Manager with a focus on High Net-Worth Estate Planning & Trust Administration.

This position will be responsible for assisting with the operation of private trust company, as well as estate planning for family members. 

This includes oversight of investments, preparing meeting materials; advising on estate plans; ensuring compliance with tax laws; and liaising with legal, tax, and other areas in connection with trust and estate planning matters.

Key Highlights:

• Stability, company has been in business over 75 years
• Work life balance, good quality of life
• Beautiful offices
• Strong benefits and PTO policy
• High visibility in this role