A family office and business management company in New York City is currently seeking an experienced Tax professional, with previous experience servicing High Net Worth clients, for a promising Managerial-opportunity with their growing staff. In this role, the High Net Worth Tax Manager will be responsible for managing multiple sophisticated client engagements for High Net Worth individuals and family groups. Apply today!
COMPANY DESCRIPTION
Family Office and Business Management Company
JOB DESCRIPTION
The High Net Worth Tax Manager will:
• Review federal, state and city income tax returns for individuals, trusts, S- Corporations and partnerships; review income tax projections; and, review and/or prepare quarterly estimated tax projections
• Research and interpret the Internal Revenue Code, various State Tax Codes, Federal Estate and Gift Tax Code, Private Letter Rulings, Revenue Rulings and Tax Court Cases
• Provide analyses of financial, gift, estate, and income tax issues of High Net Worth individuals and families
• Review of financial statements and other special projects such as various schedules for income tax and estate planning purposes
• Strategize with Partners regarding tax planning
• Research and resolution of tax issues and notices
• Manage workflow and staff
REQUIRED SKILLS
• 5+ years of Tax experience (Compliance and Individual)
• Bachelor's Degree in Accounting
• Experience working within the Financial Services industry - hedge fund managers and management companies
• Experience working with High Net Worth families
• Experience and working knowledge of Trust and Estate issues
• Great interpersonal skills
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized
• Able to multitask efficiently and effectively