Tax Manager - Family Office

Finance & Tax Manager

Private Family Office

A private family office is seeking a Finance & Tax Manager to build and oversee its finance and tax function. Reporting to the CFO, this is a hands-on role with significant exposure to senior leadership and outside advisors.

Responsibilities

• Oversee tax compliance for individuals, trusts, partnerships, and other entities.
• Manage external tax advisors and review tax returns, K-1s, and supporting schedules.
• Prepare monthly financial statements and consolidated reporting across multiple entities.
• Manage intercompany accounting, capital accounts, cash activity, and distributions.
• Develop and maintain financial models, reporting packages, and Board materials.
• Build accounting, close, tax, and reporting processes from the ground up.
• Establish and maintain the accounting and financial infrastructure for a growing family office.
• Partner with legal, tax, and investment advisors on entity structuring and related matters.

Qualifications

• CPA required.
• 5–10 years of relevant accounting and tax experience.
• Strong experience with partnerships, trusts, K-1s, and multi-entity structures.
• Experience with consolidated financial reporting and intercompany accounting.
• International/cross-border tax experience preferred.
• Advanced Excel and financial modeling skills.
• Strong attention to detail and ability to work independently.
• Comfortable operating in a hands-on, build-from-scratch environment.

Preferred

• Family office, private client, Big Four, or trust experience.
• Real estate partnership experience.
• Yardi experience.
• Experience building finance processes or infrastructure from the ground up.

Ideal Candidate: A hands-on CPA who can manage both technical tax matters and financial reporting while building scalable processes in a lean, entrepreneurial family office environment.