Tax Manager

We are partnered with a leading multi-family office seeking a Tax Manager. This individual will play a key role in supporting tax compliance, individual tax, trust, and estates across a diverse portfolio of investment funds and wealth management. The ideal candidate will have strong tax management experience, a solid background of tax compliance for high-net worth and ultra-high-net worth individuals and families.

Responsibilities

• Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families.


• Review complex tax returns (Forms 1040) and K-1s.


• Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.


• 4 days in office

Qualifications

• CPA, EA, or advanced tax degree preferred.


• 5–7 years of relevant tax experience.


• Background within public accounting, multi-family office, single family office, or private wealth environment.


• Experience reviewing Forms 1040 and Schedule K-1 reporting.


• Excellent analytical, organizational, and communication skills.

For more information regarding this position or other tax opportunities, feel free to reach out to kyla.jackson@jcwgroup.com