Tax Manager

Tax Manager

An established, independent private investment advisory firm is seeking a Tax Manager to join its team. The firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, foundations, and institutions. With a history spanning nearly 60 years, the firm combines the personalized approach of a family office with sophisticated investment and financial planning capabilities.

The Tax Manager will oversee tax preparation, planning, and advisory support for individual and institutional clients, including high-net-worth individuals, trusts, estates, partnerships, corporations, and private foundations. This role works closely with investment professionals, clients, attorneys, and internal departments on a variety of tax and estate planning matters.

Responsibilities:

• Prepare and review individual, fiduciary, estate, gift, partnership, corporate, and nonprofit tax returns (1040, 1041, 709, 990, 1065, and 1120).
• Collaborate with investment managers, clients, and attorneys on income tax and estate planning strategies.
• Provide tax guidance and respond to client and internal tax inquiries.
• Prepare tax projections and review estimated tax payments.
• Communicate with tax authorities and resolve tax notices.
• Coordinate tax payments with internal operations teams.
• Assist with departmental policies, procedures, and special projects.

Qualifications:

• Bachelor’s degree in Accounting or related field.
• 5+ years of tax compliance experience.
• CPA or EA designation is required.
• Experience with individual, partnership, and corporate tax preparation.
• Understanding of investment management, portfolio accounting, and corporate taxation.
• Strong communication, analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines independently and collaboratively.
• Proficiency in Microsoft Office; experience with CCH Axcess, SurePrep, QuickBooks, or similar tax and accounting platforms is a plus.