Family Office Tax Manager
4 weeks ago
Family Office Tax Manager
NYC Metro Area
As a Family Office Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.
Responsibilities:
- Responsible for all tax reporting of Fiduciary accounts.
- Provide ongoing support to the Fiduciary Advisors and occasionally Wealth Advisors on Tax matters as the subject matter expert.
- Client interaction, including partnering with UHNW Clients to discuss their tax returns, K1s and quarterly payments.
- Responsible for reviewing returns, Fiduciary Tax professional will look at the returns and work with Fiduciary Counsel, outside Accountant and Client on ensuring the returns are filed correctly.
- Ensure minimum wire distributions are met for IRAs.
- Oversees IRS Payments.
- Analysis of K1s and regular contact with outsourced Accounting team.
- Coordinate tax compliance and planning responsibilities.
- Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
- Proficient in the preparation of individual, corporate, partnership, fiduciary and other tax returns prepared by external CPAs.
Qualifications:
- Bachelors degree. Ideally within Accounting or Finance, CPA preferred.
- Minimum of 8 years of tax experience in a wealth management setting specifically trust and estates.
- Exposure to UHNW Clients is preferred.
- Functional knowledge of trust instruments.
- Experience preparing individual taxes; preferred experience preparing Fiduciary tax returns.
- Strong knowledge of general accounting concepts
- Excellent communication (verbal and written), organization, and analytical skills are a must.
If you are ready to take on a challenging role with a dynamic team at the forefront of financial services, apply today
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