Tax Manager

This is an exceptional opportunity for a tax professional looking to transition out of public accounting into a stable, long-term career with excellent work-life balance, highly competitive benefits, and meaningful upward mobility. Strategic Focus: Oversee outsourced tax compliance while focusing on high-level tax planning and advisory work.

Tax Manager – Family Office
Exceptional Work-Life Balance | Above-Market Benefits | Long-Term Growth

We are partnering with a well-established, multigenerational single-family office seeking an experienced Tax Manager to oversee tax compliance and planning for high-net-worth individuals, trusts, partnerships, private foundations, and other family entities.

This is an exceptional opportunity for a tax professional looking to transition out of public accounting into a stable, long-term career with excellent work-life balance, highly competitive benefits, and meaningful upward mobility.
Why Consider This Opportunity?

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  Work-Life Balance: Predictable hours without the traditional public accounting busy seasons.
  
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  Above-Market Benefits: Highly competitive benefits and long-term financial incentives.
  
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  Stability & Growth: Join an established family office offering long-term career stability and advancement opportunities.
  
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  Sophisticated Tax Work: Exposure to complex tax planning, estate and trust structures, investments, and multigenerational wealth.
  
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  Strategic Focus: Oversee outsourced tax compliance while focusing on high-level tax planning and advisory work.
  

Key Responsibilities

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  Oversee individual, trust, partnership, S corporation, and private foundation tax compliance.
  
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  Manage outside accounting firms and review tax returns.
  
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  Prepare and oversee tax projections, estimated payments, and strategic tax planning.
  
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  Partner with estate planning attorneys and external advisors on wealth transfer and trust strategies.
  
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  Evaluate tax implications of investments, distributions, and entity transactions.
  
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  Serve as a trusted tax advisor to family office leadership.
  

Qualifications

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  7+ years of tax experience, preferably within Big 4, national or regional public accounting, or a family office.
  
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  Strong background in high-net-worth individual, trust, estate, and partnership taxation.
  
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  CPA preferred.
  
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  Excellent communication skills, sound judgment, and a proactive, advisory-oriented mindset.