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Sr. Tax Manager
3 months ago
Family Management Office Tax Manager
We are seeking an experienced Tax Manager to lead critical tax-related functions within our Family Management Office. As a Tax Manager, you will play a pivotal role in ensuring compliance with local, state, and federal tax laws. Your responsibilities will encompass tax return preparation, innovative tax planning, estate planning, supervision of the accounting system, and training of bookkeepers. Join our team and contribute to our family's financial well-being while advancing your career.
Responsibilities
- Holistic Tax Services: Deliver a full range of tax services, including tax planning, compliance, and consulting, while adhering to legal requirements.
- Collaborate with family members and other stakeholders to provide personalized tax guidance.
- Tax Return Preparation: Review and supervise the preparation of complex tax returns for family members.
- Ensure accuracy, compliance, and timely filing.
- Innovative Tax Strategies: Develop creative tax-saving strategies tailored to the unique needs of our family.
- Stay informed about tax law changes and proactively advise on opportunities.
- Estate Planning: Work closely with family members to address estate planning considerations.
- Provide guidance on wealth preservation, succession planning, and minimizing tax implications.
- Supervision of Accounting System: Oversee the accounting system within the family office.
- Ensure accurate financial records, reporting, and compliance.
- Training of Bookkeepers: Train and mentor bookkeepers responsible for day-to-day financial operations.
- Ensure bookkeeping practices align with tax requirements and best practices.
- Risk Management: Identify and mitigate tax risks associated with family wealth and investments.
- Collaborate with financial advisors and legal experts.
- Tax Compliance and Reporting: Manage tax provision and compliance processes.
- Maintain accurate tax records and documentation.
- Handle information requests related to tax matters.
- Qualitative Outcomes: Serve as a trusted advisor to the family, ensuring their financial goals are met.
- Exhibit strong leadership skills and foster a collaborative environment.
- Prioritize exceptional client service within the family context.
Requirements and Skills
- Proven Experience: Minimum of 5 years as a Tax Manager, preferably within a family office or Public Accounting firm.
- Tax Expertise: In-depth knowledge of tax laws, regulations, and compliance.
- Proficiency in tax software and MS Office.
- Problem-Solving and Client-Centric Approach: Ability to address complex tax issues and meet deadlines.
- Exceptional client service skills, especially when working with family members.
- Leadership and Analytical Abilities: Strong leadership qualities and personnel management experience.
- Attention to detail and analytical mindset.
- Education: Bachelor's degree in Accounting or Master's degree in Taxation.
