Hybrid Tax Manager for UHNW Wealth & Estates

JCW Group; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group, a leading partner for a multi-family office, seeks a Tax Manager to oversee tax compliance for high-net-worth individuals and families. You will review complex returns (1040s and K-1s) and coordinate with external advisors across a diverse wealth management portfolio.

The role emphasizes strong analytical, organizational, and communication skills, with a requirement for CPA/EA or advanced tax degree and 5-7 years of relevant tax experience.

Qualifications

• CPA, EA, or advanced tax degree preferred.
• 5-7 years of relevant tax experience.
• Background within public accounting, multi-family office, single family office, or private wealth environment.
• Experience reviewing Forms 1040 and Schedule K-1 reporting.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families.
• Review complex tax returns (Forms 1040) and K-1s.
• Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.
• 4 days in office

Skills

Tax experience (5-7 years)

Analytical skills

Organizational skills

Communication skills

Education

CPA/EA or advanced tax degree

Job description

JCW Group, a leading partner for a multi-family office, seeks a Tax Manager to oversee tax compliance for high-net-worth individuals and families. You will review complex returns (1040s and K-1s) and coordinate with external advisors across a diverse wealth management portfolio.

The role emphasizes strong analytical, organizational, and communication skills, with a requirement for CPA/EA or advanced tax degree and 5-7 years of relevant tax experience.