Tax Manager at Family Office

4 weeks ago


Stamford, United States Atlas Search Full time

Ready to join a Family Office with a Great Quality of Life?

We are working on a Tax Manager Opportunity at a Family Office in Stamford, Connecticut whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.

The ideal candidate should have strong Managerial experience with ultra-high net worth families and significant experience reviewing tax returns for individuals, partnerships, trusts, and philanthropic entities.

This is a new Manager role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.

Responsibilities include but are not limited:

Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, investment partnerships, and private foundations.

Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.

Research complex tax issues and formulate opinions.

Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.

Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.

Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).



  • Stamford, United States Atlas Search Full time

    Ready to join a Family Office with a Great Quality of Life?We are working on a Tax Manager Opportunity at a Family Office in Stamford, Connecticut whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and...


  • Stamford, United States Atlas Search Full time

    Ready to join a Family Office with a Great Quality of Life?We are working on a Tax Manager Opportunity at a Family Office in Stamford, Connecticut whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and...

  • Tax Manager

    2 weeks ago


    Stamford, United States Chilton Trust Full time

    Position Description The Tax Manager will report to the Head of Tax Services and handle the following: Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the...

  • Tax Manager

    4 weeks ago


    Stamford, United States Chilton Trust Full time

    Job DescriptionJob DescriptionPosition DescriptionThe Tax Manager will report to the Head of Tax Services and handle the following:  Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private...


  • Stamford, United States MaestroFS Full time

    Job Description Job Description Company Overview: Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information. Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial...


  • Stamford, United States MaestroFS Full time

    Job DescriptionJob DescriptionCompany Overview: Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information. Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial...


  • Stamford, United States PKF O'Connor Davies, LLP Full time

    Overview Office Location: Any PKFOD office location / Hybrid The Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...


  • Stamford, United States PKF O’Connor Davies Full time

    Overview: Office Location: Any PKFOD office location / Hybrid The Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...

  • Tax Manager

    7 days ago


    Stamford, Connecticut, United States Michael Page Full time

    About Our Client My client is a well-known manufacturing firm located in Stamford, CT. They are a smaller, more collaborative team going into the office 2 days per week. Job Description Responsibilities:Manage all aspects of federal taxManage preparation of quarterly tax provision calculationsManage preparation of the consolidated Federal income tax...


  • Stamford, United States PKF O’Connor Davies Full time

    Overview: Office Location: Any PKFOD office location / Hybrid The Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...


  • Stamford, United States PKF O’Connor Davies Full time

    Overview: Office Location: Any PKFOD office location / Hybrid The Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...

  • Tax Manager

    1 week ago


    Stamford, United States Deloitte Full time

    Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a...

  • Office Manager

    3 days ago


    Stamford, United States Mary Bolger, LLC Full time

    Job DescriptionJob DescriptionOffice Manager / Accounting / AssistantPrestigious family office looking for accomplished person to handle administrative, accounting, and office managerial functions. Should have experience with management of bank accounts, family trusts, taxes, and reconciliations. Must have strong QuickBooks. Firm has a history of retaining...

  • Office Manager

    2 weeks ago


    Stamford, United States Mary Bolger, LLC Full time

    Job DescriptionJob DescriptionOffice Manager / Accounting / AssistantPrestigious family office looking for accomplished person to handle administrative, accounting, and office managerial functions. Should have experience with management of bank accounts, family trusts, taxes, and reconciliations. Must have strong QuickBooks. Firm has a history of retaining...


  • Stamford, United States 5D Recruitment Full time

    Assistant Tax Manager – Private Tax Up to £46,500 per annum – Depending on experience & qualifications. Based in Stamford with Hybrid Working. Full training and support offered. 5D are proud to be working in partnership with a leading Midlands based Chartered Accountancy, who provide a variety of both personal and professional services, including...


  • Stamford, United States PKF O'Connor Davies, LLP Full time

    Overview The Tax Credit Manager or Senior Manager will work closely with partners, managers and clients while serving as a consultant and representative on research tax credits, energy credits and other credits, with the focus on research ("R&D") credits. The individual will also be involved with state corporate income, personal income, sales and use and...


  • Stamford, CT, United States PKF O'Connor Davies Full time

    Overview: Office Location: Any PKFOD office location / Hybrid The Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...


  • Stamford, United States Chilton Trust Full time

    Position Description Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc. Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations Preparation of monthly work paper folders Communication with external clients and related...


  • Stamford, Connecticut, United States Vaco Full time

    Our client, a well know and respected global corporation is looking to add an experienced Manager of Federal Taxes due to growth within the Corporate Tax Team. Excellent salary, bonus and a top tier benefits package. You will be a leader, the team is cohesive, communicates and prides itself on a great culture. This is a company people look to get into and...


  • Stamford, CT, United States PKF O’Connor Davies Full time

    OverviewOffice Location:  Any PKFOD office location / HybridThe Senior Tax Manager/Tax Manager will lead and manage multiple tax engagements to deliver state tax services for our diverse client base. This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. The...