What are the responsibilities and job description for the HNW Tax Manager position at JCW Group?
Overview:
A well-established, independent wealth management firm is seeking a Tax Manager to join their growing team. The firm serves high-net-worth individuals, families, trusts, foundations, and closely held investment partnerships, offering comprehensive and highly personalized solutions across investment management, estate planning, and family office services.
Position Summary:
Reporting to the Head of Tax, the Tax Manager will be responsible for overseeing complex tax compliance and planning for high-net-worth individuals and related entities. This role requires strong technical expertise, client-facing experience, and the ability to manage multiple priorities in a dynamic environment.
Key Responsibilities:
- Prepare and review tax returns for individuals, complex trusts, ESBTs, private foundations, and investment partnerships.
- Develop and analyze quarterly income tax projections incorporating multiple scenarios to advise clients on strategic planning opportunities.
- Conduct research on complex tax matters and present findings and recommendations.
- Provide guidance and training to junior tax staff on technical topics, client management, and project execution.
- Lead multiple sophisticated tax engagements simultaneously.
- Collaborate with the broader family office, legal, and investment teams to deliver holistic client solutions.
Ideal Candidate Profile
- Bachelor’s degree in Accounting or related field; CPA preferred.
- 6 years of relevant tax experience in public accounting and/or private wealth/family office environments.
- Strong technical knowledge of individual, trust, partnership, gift, GST, and private foundation taxation.
- Familiarity with alternative investments and taxation of financial instruments (stocks, bonds, derivatives, etc.).
- Proficient in GoSystem Tax RS (or similar), Microsoft Office, and leading tax research tools (RIA, BNA).
- Highly detail-oriented with strong analytical, organizational, and communication skills.
- A self-starter who thrives in a small-team setting and is passionate about delivering exceptional client service.
Location: Flexibility available based on candidate preference and location.
For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwgroup.com.
Salary : $140,000 - $170,000
