Fiduciary and Tax Manager (Confidential Search-Private Family Office)

We are conducting a confidential search for a Fiduciary and Tax Manager for a private family office. The Fiduciary and Tax Manager provides dedicated technical expertise in tax planning, compliance, and fiduciary accounting for the family office.

Requirements

• Advise the family office on a full suite of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Manage and oversee both the engagement and annual tax compliance responsibilities as part of a team for a variety of fiduciary, gift/estate taxation, partnerships, trusts, individuals and philanthropic entities.
• Review tax returns and related work papers for a variety of entities.
• Resolve complex technical tax issues, consult with experts, prepare memoranda and communicate findings to senior management in a synthesized manner.
• Work closely with outside tax advisors on annual tax compliance.
• Work internally with other family office team members, serving as a resource and subject matter expert for all relevant family office tax items.
• Participate in cross-functional projects supporting operational and departmental excellence.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off (PTO) days
• Paid holidays
• 401(k) match