Tax Manager

Tax Manager Overview

• The Tax Manager will oversee tax compliance, reporting, and financial planning for the firm's partners.
• Collaborate with internal teams and external service providers to ensure accurate tax preparation and reporting.
• Manage liquidity, cash balances, and investment subscriptions for partner-owned entities.
• Supervise estate planning functions, charitable giving, and donor-advised fund investments.
• Provide mentorship and oversight to junior-level support staff, fostering professional growth.
• Drive process improvements and streamline information flows for operational efficiency.
• Engage in special projects, including real estate purchases and international travel arrangements.
• Contribute to a collaborative team culture emphasizing integrity, teamwork, and excellence.

Tax Manager Key Responsibilities & Duties

• Organize and distribute information for annual tax return preparation of partners and their families.
• Review individual and partnership tax returns prepared by third-party CPA firms.
• Prepare and review quarterly income tax projections and estimated payment calculations.
• Monitor liquidity, cash balances, and facilitate capital calls and distributions.
• Implement and maintain loan facilities while ensuring covenant compliance.
• Oversee estate planning functions, including trust asset monitoring and gifting strategies.
• Coordinate with the Family Office for tax-related inquiries and investment optimizations.
• Manage internal and external deliverables, setting priorities for compliance and planning projects.

Tax Manager Job Requirements

• Bachelor’s degree in accounting, finance, or a related field; CPA or CFP preferred.
• Minimum of 6-8 years of experience in public accounting or family office roles.
• Proficient in individual and partnership tax compliance and financial planning.
• Strong analytical and problem-solving skills with attention to detail and accuracy.
• Excellent interpersonal and communication skills for effective collaboration.
• Advanced Excel knowledge and comfort with systems and technology.
• Self-starter with the ability to manage processes and achieve results under pressure.
• Commitment to fostering a culture of teamwork, integrity, and excellence.