About the Job
A leading investment firm is looking to hire a Tax Manager to join its family office in the NYC tri-state area. This is a high-visibility role where you’ll work directly with senior leadership and gain broad exposure across tax, planning and wealth management, all within a collaborative, team-focused culture.
What You’ll Do
- Oversee tax compliance and planning for a group of high-net-worth individuals.
- Partner with external CPA firms and internal tax and accounting teams.
- Prepare tax projections and identify planning opportunities.
- Support reporting, liquidity and investment activity across a diverse portfolio.
- Contribute to estate planning and charitable giving strategies.
- Lead junior team members.
Why This Role
- Work with a respected, well-established firm known for its strong culture.
- Gain broad exposure beyond traditional tax compliance.
- Take on a role with real ownership and room to grow.
- Join a close-knit, collaborative team.
Qualifications
- 5+ years’ experience in public accounting or a family office environment.
- Background in individual and/or partnership tax.
- Proactive, motivated and committed to excellence.
If you’re interested in learning more about this position or have questions about the market, message me directly or email maya.pasari@jcwgroup.com