Tax Manager, Family Office (Partnership Tax)

Ready to join a Family Office with a Great Quality of Life?

We are working on a Tax Manager Opportunity at a Family Office in Long Island whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.

The ideal candidate should have strong tax experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, operating partnerships, trusts, and philanthropic entities.

This is a new Tax Manager role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.

Responsibilities include but are not limited:

• Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations.

• Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.

• Research complex tax issues and formulate opinions.

• Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.

• Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.

• Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).