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Job description
Company Overview:
A leading multi-family office and wealth management firm is seeking an experienced Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth clients while providing leadership and mentorship to junior team members.
Job Responsibilities:
Manage and review complex individual, fiduciary, not-for-profit, and entity tax filings for accuracy, completeness, and adherence to professional standards.
Oversee preparation of detailed work papers, data processing, and conversion of information into reviewable work products.
Conduct and supervise research on complex tax issues, translating findings into actionable tax planning strategies for clients.
Lead, mentor, and review the work of junior staff, providing guidance and technical support to promote professional development and service excellence.
Collaborate with internal teams to deliver integrated family office services and coordinated wealth management support.
Identify tax planning opportunities and assist in developing long-term strategies aligned with client goals.
Maintain up-to-date knowledge of federal, state, and local tax regulations and recommend adjustments in client planning or compliance strategy where appropriate.
Contribute to process improvement initiatives to enhance team efficiency and accuracy in tax compliance and client reporting.
Foster a collaborative, professional, and team-oriented work environment that values accuracy, accountability, and continuous learning.
Qualifications:
Extensive experience in tax compliance and planning for high-net-worth individuals, families, trusts, and entities.
Proven leadership and mentorship skills to guide junior team members.
Strong knowledge of federal, state, and local tax regulations.
Ability to manage complex tax filings and develop actionable tax planning strategies.
Compensation:
Salary: $195,000 - $235,000 + Plus Bonus
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.