My client, a reputable asset manager ($70B AUM), is seeking a Tax Manager to join their family office in Manhattan. This is an opportunity for an innovative, hands-on leader to play a key role on a high-performing team.
Responsibilities:
* Lead quarterly tax projections and oversee timely estimated payments and filings
* Manage the review of complex individual, trust, partnership, and corporate tax returns; translate findings into clear insights for leadership and family stakeholders
* Partner with external tax firms on document collection, workflows, filings, audits, and notices
* Build strong cross-functional relationships with Legal, Finance, and executive teams to support tax strategy and compliance
* Oversee tax documentation processes (e.g., 1099s, K-1s), ensuring accuracy, completeness, and regulatory compliance
* Drive tax strategy and reporting initiatives while mentoring junior staff and supporting overall tax operations
Qualifications:
* Bachelor’s degree in Accounting (CPA preferred) with 7+ years of tax experience in financial services (public + industry mix a plus)
* Deep expertise in partnership taxation and tax reporting requirements
* Strong communication skills with the ability to collaborate across functions
* Proven project management experience with a results-oriented mindset and ability to drive work to completion
* Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment
* Advanced Excel and Microsoft Office skills (Sage Intacct a plus); proactive, team-oriented, and comfortable in a hybrid/in-office culture
Benefits:
* Base salary of $180,000-$230,000
* Flexible hybrid work schedule
* 401(k) with employer match
For more information, please apply or contact [email protected] directly.
