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Tax Manager CPA
1 month ago
Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience
This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us:
Are you a tax professional looking to step beyond compliance into a high-level advisory role? A prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) is looking for a Tax Manager (or an experienced Tax Senior) to join their team. This firm specializes in tax mitigation, family office solutions, and strategic wealth building, with a strong focus on pass-through entities, partnerships, trusts, and multi-generational planning.
This is a unique opportunity to work beyond traditional compliance and provide sophisticated tax strategies to ultra-affluent clients. If you're ready to be part of a high-level advisory firm, apply now
Why join us?
Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more
Job Details
Responsibilities:
Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities
Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities
Advise on wealth transfer, estate planning, and multi-generational tax efficiency
Research complex tax issues related to private investments, real estate holdings, and family office structures
Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets
Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions
Handle tax audits, controversy resolution, and IRS/state tax examinations
Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation
Requirements:
Bachelor's degree in Accounting, Finance, or related field
For manager level, CPA preferred. (also open to Master's in Tax OR EA)
At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services
Strong expertise in pass-through entity taxation, partnerships, and trust structures
Experience with estate planning strategies, gift tax, and wealth transfer
Ability to navigate complex tax laws and conduct in-depth research
Strong client-facing skills with a focus on high-touch advisory services
Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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