Tax Manager

Tax Manager Overview

• The Tax Manager will oversee tax compliance, reporting, and financial planning for the firm's partners and investment entities.
• Collaborate with accounting, tax, and operations teams to ensure accurate and efficient tax processes.
• Provide expertise in individual and partnership tax, with additional experience in accounting or financial planning preferred.
• Work in a hybrid environment, blending remote flexibility with on-site collaboration.
• Contribute to a culture of teamwork, integrity, and excellence within the organization.
• Engage in special projects, including real estate purchases, estate planning, and charitable giving initiatives.
• Mentor junior staff, fostering professional growth and development within the team.
• Drive process improvements and achieve desired results under tight deadlines and pressure.

Tax Manager Key Responsibilities & Duties

• Manage tax return preparation, including receipt, organization, and distribution of partner-related information.
• Review individual and partnership tax returns prepared by external CPA firms.
• Prepare and review quarterly income tax projections and estimated payment calculations.
• Monitor liquidity, daily cash balances, and manage cash movements between accounts.
• Implement and maintain loan facilities, ensuring compliance with covenants.
• Oversee estate planning functions, including trust asset monitoring and gifting strategies.
• Facilitate charitable giving and investment in Donor Advised Funds.
• Collaborate with tax and accounting teams to streamline information flows and customize reports.
• Supervise junior staff and coordinate compliance and year-end planning projects.

Tax Manager Job Requirements

• Bachelor’s degree in accounting or finance; CPA or CFP certification preferred.
• 6-8 years of experience in public accounting or family office tax roles.
• Proficient in individual and partnership tax, with strong analytical skills.
• Excellent organizational skills and attention to detail, ensuring accuracy in all tasks.
• Strong interpersonal and communication skills for effective collaboration.
• Advanced Excel proficiency and comfort with systems and technology.
• Self-starter with the ability to manage processes and thrive under pressure.
• Service-oriented mindset with a proactive approach to problem-solving.
• Commitment to fostering a collaborative and excellence-driven team culture.