What are the responsibilities and job description for the Tax Manager position at Naviga?
About Our Client
Our client is a highly successful, multi-entity private organization. They are a leading name known for their commitment to excellence, community involvement and sustained high performance. The organization manages complex business operations, high-profile assets, and a sophisticated financial structure, requiring expert, detail-oriented support for its compliance and planning needs. This is an opportunity to join a dedicated, elite financial team supporting a renowned private enterprise.The Opportunity
This is a critical, high-impact role supporting the tax compliance and planning needs of a multi-entity family office. The Tax Manager will be the central coordinator, bridging communication between internal stakeholders and external advisors. You will play an essential role in ensuring accuracy and efficiency in complex tax filings while also contributing to proactive tax planning strategies. This position offers significant exposure to intricate high-net-worth individual, trust and partnership tax structures.What You Will Do
- Manage investor-level tax communications, ensuring clear and timely dissemination of complex information.
- Work collaboratively with advisors to provide proactive tax planning for complex business operations and high-net-worth individuals.
- Serve as the internal subject matter expert, clearly explaining tax complications to non-tax audiences within the organization.
- Oversee and support the preparation and filing of federal and state tax returns (Forms 1065, 1120S, 1040, 1041) across multiple entities and individuals.
- Prepare detailed write-ups and workpapers to support efficient filings and reviews by external tax firms.
- Review draft returns for accuracy and consistency with internal financial data and planning goals.
- Assist in quarterly and year-end tax planning, including modeling tax impacts from significant transactions.
- Work with the accounting team to ensure tax-sensitive transactions are accurately captured in financials.
- Prepare and manage federal and state estimated payments and related documentation.
- Communicate with outside partners and investors regarding K-1s, allocations, and tax questions.
- Track and maintain investor-level tax attributes such as residency, withholdings, and elections.
- Help manage tax issues related to trusts, private foundations, and charitable giving strategies.
- Respond to IRS and state tax notices and coordinate resolution with external advisors.
- Maintain audit-ready files and comprehensive documentation of tax positions and correspondence.
- Ensure tax files, trackers, and estimate schedules are consistently organized and up to date.
- Recommend improvements to workflows, documentation standards, and internal tax processes.
Who You Are
- A highly experienced, detail-oriented tax professional.
- Possess strong organizational skills, allowing you to manage multiple entities and concurrent projects effectively.
- A collaborative team player with the proven ability to coordinate effectively with both internal finance teams and external tax advisory firms.
- Possess strong communication skills.
- Must possess strong communication skills, with a demonstrated ability to explain intricate tax matters clearly to a non-tax audience, including leadership and business operations teams.
- Have specific expertise in reviewing and managing partnership returns and high-net-worth individual returns.
The Ideal Candidate
- 7 years of direct, dedicated experience managing tax functions for sophisticated clients or private organizations.
- Extensive experience serving as a central coordinator, bridging communication between internal stakeholders and external advisors.
- Experience in an environment where they are handling complex tax structures of a multi-entity family office, including high-net-worth individual, trust, and partnership filings.
- A plus if has experience as a Senior Manager (10-14 years) with any of the Big 4 Accounting Firms with specific responsibility with the execution and coordination of complex client accounts (including multi-entity family office).
Why Join the Team?
This is an opportunity to step into an indispensable role within the financial core of a premier brand. You will gain unparalleled exposure to highly complex and unique tax structures not typically found in conventional corporate environments. The company offers a culture of elite professionalism, excellence and significant career stability.Join a team where your expertise directly supports the success and financial integrity of one of the most recognized organizations in its field. The position includes comprehensive health (medical, dental, vision), financial (401(k) with match, pension, FSA), and time-off (PTO, holidays) benefits and pension plans.
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About Naviga Recruiting & Executive Search
Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.