Hybrid Senior Tax Manager, Family Office

Posted 2 weeks ago

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About the role

  • Review of Corporate (including closely held and S corporations), Partnership, Trust, and Individual tax returns for Family Office and High Net Worth clients and all their related entities
  • Conduct online tax research
  • Perform accounting work needed for tax returns
  • Develop and nurture long-term relationships with clients
  • Develop solutions for clients and champion the implementation of ideas
  • Review and confirm assignment objectives, scope, and work plan with client
  • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific roles
  • Anticipate, identify, and resolve complex assignment issues
  • Seek regular client assessment of assignment progress and overall feedback on performance
  • Manage teams to ensure profitability in the short and long term
  • Support the partner team in identifying and promoting the development of new delivery capabilities and channels to satisfy evolving market requirements
  • Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
  • Identify and develop new initiatives to increase retention, meet resourcing needs, utilization, and people development
  • Build on strong coaching skills to mentor key talent
  • Share and transfer knowledge and skills to the team
  • Engage in ongoing personal development in line with the competency model
  • Perform other related duties as assigned​

Requirements

  • Bachelor’s degree in Accounting, Tax, Finance, or a related discipline
  • Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role
  • Active CPA license
  • Demonstrated experience serving Family Office clients, high-net-worth individuals, and related entities (closely held corporations, S corporations, partnerships, and trusts)
  • Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery
  • Hands-on experience with tax preparation and review software
  • Strong project management skills, including budget oversight, resource allocation, and deadline management
  • Demonstrated ability to coach, mentor, and develop team members
  • Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals
  • Strong client service orientation with a proven ability to retain and grow client relationships
  • Flexibility to work from home while collaborating in person half the time

Benefits

  • Medical, dental, vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays

Job title

Senior Tax Manager, Family Office

Job type

Experience level

Senior

Salary

$142,000 - $167,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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