Tax Manager - Family Office

Responsibilities:

• Manage comprehensive tax and accounting services for high net worth individuals and families.
• Prepare and optimize complex multi-state returns involving LLCs, S-corps, partnerships, and trusts.
• Provide proactive tax planning and optimization strategies tailored to client needs.
• Partner with client service managers to ensure seamless delivery of services.
• Contribute to process improvements and help refine best practices to improve efficiency and client experience.

Qualifications:

• 5+ years of tax experience for high net worth individuals.
• CPA required.
• Expertise in multi-state returns and complex entity structures.
• Proficiency with professional tax preparation software.
• Strong communication skills with a client-service mindset.
• Adaptable and able to thrive in a fast-paced, evolving environment