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Job description
A highly respected family office in Stamford, CT is seeking a Tax Senior Manager to lead complex tax matters for ultra-high-net-worth individuals, trusts, partnerships, and closely held entities. This is an opportunity to join a collaborative, relationship-driven environment with exceptional work-life balance, long-term stability, and direct exposure to sophisticated family office structures.
This role is ideal for someone coming from public accounting, a family office, or private client advisory environment who enjoys being a trusted advisor while working in a more strategic and lifestyle-oriented setting.
What You’ll Do
Lead all aspects of tax planning, compliance, and strategy for ultra-high-net-worth individuals and family entities
Review and oversee complex federal, state, and local tax returns including Forms 1040, 1041, 1065, and related filings
Advise on tax-efficient structures for investments, trusts, partnerships, and estate planning matters
Partner closely with principals, external advisors, legal counsel, and investment professionals
Identify tax savings opportunities and proactively manage tax risk
Oversee tax projections, quarterly estimates, and year-end planning
Mentor and develop junior tax professionals while helping improve internal processes and workflows
Stay current on evolving tax legislation impacting HNW clients and family office operations
Qualifications
8+ years of tax experience focused on high-net-worth individuals, trusts, partnerships, and private clients
Strong background in public accounting, family office, or private client services
Deep understanding of complex individual and fiduciary taxation
Proven ability to manage sophisticated client relationships with professionalism and discretion
Strong communication skills and a hands-on, collaborative approach
Why This Opportunity Stands Out
Exceptional quality of life with only 3 days per week in-office
Highly visible role working directly with principals and senior leadership
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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.