Job Description

Job Description

Job Description

Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience!

This Jobot Job is hosted by: Tony Marasco
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $80,000 - $120,000 per year

A bit about us:

Are you a tax professional looking to step beyond compliance into a high-level advisory role? A prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) is looking for a Tax Manager (or an experienced Tax Senior) to join their team. This firm specializes in tax mitigation, family office solutions, and strategic wealth building, with a strong focus on pass-through entities, partnerships, trusts, and multi-generational planning.

This is a unique opportunity to work beyond traditional compliance and provide sophisticated tax strategies to ultra-affluent clients. If you're ready to be part of a high-level advisory firm, apply now!

Why join us?

Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!

Job Details

Responsibilities:

• Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities
• Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities
• Advise on wealth transfer, estate planning, and multi-generational tax efficiency
• Research complex tax issues related to private investments, real estate holdings, and family office structures
• Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets
• Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions
• Handle tax audits, controversy resolution, and IRS/state tax examinations
• Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field
• For manager level, CPA preferred. (also open to Master's in Tax OR EA)
• At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services
• Strong expertise in pass-through entity taxation, partnerships, and trust structures
• Experience with estate planning strategies, gift tax, and wealth transfer
• Ability to navigate complex tax laws and conduct in-depth research
• Strong client-facing skills with a focus on high-touch advisory services
• Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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Job Tags

Work at office, Local area, Remote work,

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