Our Client is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function. This role reports to the Head of Tax and works closely with other accounting and finance colleagues, playing a critical role in managing tax compliance across a diverse portfolio of entities and high-net-worth individuals.
Responsibilities:
- Oversee the full tax compliance lifecycle for partnerships, LLCs, trusts (including foreign structures), and high-net-worth individuals
- Manage external CPA firms in the preparation, review, and filing of federal, state, and local tax returns
- Coordinate K-1 tracking, estimated payments, extensions, withholding, and informational filings
- Maintain the annual tax calendar and ensure all deadlines are met
- Handle tax notices, audits, and correspondence with federal and state taxing authorities
- Serve as the primary liaison with external advisors and tax service providers
- Identify and implement process improvements, enhance documentation standards, and optimize tax tracking/reporting systems
- Supervise and mentor 1-2 tax professionals
Requirements
- 10+ years of progressive tax experience, ideally within private client services, family office, or HNW-focused environments; CPA and/or MST strongly preferred
- Deep technical expertise in trust taxation, as well as partnership and individual tax
- Proven experience managing external accounting/tax firm relationships across complex, multi-entity structures
- Highly organized with strong attention to detail and the ability to manage competing priorities
- Demonstrated judgment, discretion, and professionalism in handling sensitive matters
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