Family Office Tax Manager

Staff Financial Group; Jackson (WY); On-site; USD 135,000 - 165,000; Full time

Job summary

Staff Financial Group in Jackson, Wyoming, seeks an experienced Tax Manager to join a private family office serving a billionaire client. You’ll manage complex tax matters, investments, and sophisticated tax structures for high-net-worth individuals.

Responsibilities include coordinating tax compliance for individuals, trusts, partnerships and LLCs; working with outside CPAs, tax attorneys and financial advisors; and helping establish tax processes within the family office.

Qualifications

• Bachelor's degree in Accounting; CPA preferred.
• 5+ years of tax experience.
• Background in public accounting, high-net-worth taxation, or family office tax.

Responsibilities

• Coordinate tax compliance for individuals, trusts, partnerships, and LLCs.
• Work with outside CPA firms, tax attorneys, and financial advisors.
• Assist with tax planning, estimated payments, and investment-related tax matters.
• Review tax filings and maintain supporting documentation.
• Help establish tax processes for the family office.

Skills

High-net-worth taxation

Discretion

Organizational skills

Education

Bachelor's degree in Accounting

CPA preferred

Job description

Family Office Tax Manager Location: Jackson, Wyoming Compensation: $150,000+ Base Salary We are seeking an experienced Tax Manager to join a newly established private family office serving a billionaire client in Jackson, Wyoming. This is an excellent opportunity to work with sophisticated tax structures, investments, and high-net-worth financial matters.

Responsibilities

• Coordinate tax compliance for individuals, trusts, partnerships, and LLCs.
• Work with outside CPA firms, tax attorneys, and financial advisors.
• Assist with tax planning, estimated payments, and investment-related tax matters.
• Review tax filings and maintain supporting documentation.
• Help establish tax processes for the family office.

Qualifications

• Bachelor's degree in Accounting; CPA preferred.
• 5+ years of tax experience.
• Background in public accounting, high-net-worth taxation, or family office tax.
• Experience with partnerships, trusts, and complex individual taxation preferred.
• Strong organizational skills and discretion.

Compensation: $150K+ depending on experience.