High-Net-Worth / Family Office Tax Manager

High-Net-Worth / Family Office Tax Manager Overview

• Lead tax advisory and compliance services for high-net-worth individuals and family offices.
• Shape the strategic direction of a growing tax practice within a dynamic firm.
• Collaborate with leadership to implement innovative tax strategies and solutions.
• Foster a collaborative culture focused on growth and excellence in client service.
• Contribute to the development of budgets, pricing, and workload assignments.
• Leverage technology and best practices to enhance operational efficiency.
• Participate in business development initiatives to expand client services.
• Ground-floor opportunity to grow within a rapidly expanding organization.

High-Net-Worth / Family Office Tax Manager Key Responsibilities & Duties

• Deliver high-quality tax advisory and compliance services to high-net-worth clients.
• Review tax closings and oversee preparation of individual and business entity returns.
• Respond to client inquiries regarding compliance matters, including tax and benefits.
• Conduct tax and accounting research to ensure accurate reporting and compliance.
• Develop budgets and pricing strategies for tax services and engagements.
• Recruit, mentor, and inspire a high-performing tax team to achieve excellence.
• Collaborate with leadership to align tax practices with organizational goals.
• Drive practice growth through proactive business development efforts.

High-Net-Worth / Family Office Tax Manager Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.
• Active CPA license mandatory for consideration.
• Minimum of 10 years of progressive experience in business taxation.
• Proven success in leading client engagements and growing a practice.
• Strong client relationship skills and ability to deliver exceptional service.
• Demonstrated ability to lead, mentor, and develop teams effectively.
• Excellent communication, organizational, and analytical skills.
• Entrepreneurial mindset with a focus on growth and innovation.