Tax Manager - Family Office

Position Summary

We are seeking an experienced Tax Manager to join our Private Family Office in Solon, Ohio. This role is ideal for a CPA with strong tax expertise who enjoys sophisticated, high‐impact work without the demanding hours and stress of public accounting.

As a key member of our team, you will oversee tax compliance and planning for individuals, trusts, partnerships, and S‐corporations within a confidential, well‐established family office environment.

Key Responsibilities

• Manage the preparation, review, and filing of federal, state, and local tax returns for individuals, trusts, partnerships, LLCs, private foundations, and other family entities.
• Coordinate with external tax advisors, accounting firms, legal counsel, and investment professionals to ensure accurate and timely tax compliance.
• Monitor tax law developments and evaluate their impact on the family's overall tax strategy.
• Identify and implement tax planning opportunities to optimize tax efficiency across family entities and investment structures.
• Review quarterly tax estimates and annual tax projections.
• Maintain tax calendars and ensure all filing deadlines are met.
• Support estate, gift, and succession planning initiatives in collaboration with legal and financial advisors.
• Analyze complex financial transactions, investments, and business activities for tax implications.
• Manage tax audits, notices, and inquiries from taxing authorities.
• Develop and maintain organized tax records and supporting documentation.
• Collaborate with the accounting and finance teams to ensure accurate financial reporting and tax accounting.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA designation required.
• 4 years of progressive tax experience in public accounting, a family office, or a private wealth environment.
• Strong knowledge of individual, fiduciary, partnership, gift, and estate taxation.
• Proficient in tax preparation and research.
• Exceptional analytical, organizational, and communication skills.
• Ability to manage multiple priorities while maintaining accuracy and discretion.
• Demonstrated commitment to confidentiality and ethical standards.

What We Offer

• Competitive compensation and performance-based bonus.
• Comprehensive health, dental, and vision benefits.
• Retirement savings plan with employer contribution.
• Paid time off and holidays.
• Professional development and continuing education support.
• Collaborative, mission-driven work environment with exposure to sophisticated financial and investment matters.
• Quality work-life balance.

If you are a collaborative tax professional who enjoys solving complex tax issues while working in a highly personalized environment, we encourage you to apply.

Finance and Accounting