Senior Manager, Tax & Family Office Services

Mission Staffing; Connecticut; On-site; USD 150,000 - 190,000; Full time

Job summary

Mission Staffing in Connecticut seeks an experienced tax professional to lead a new HNW tax program for a high-profile investment organization. You will own end-to-end tax compliance for trusts, estates, and individual returns, and coordinate with outside CPA firms and internal leaders.

You will partner with the CFO and in-house counsel on tax structuring for new investments, build scalable processes, and centralize knowledge of trusts and estate plans.

Qualifications

• 8+ years of high-net-worth tax experience (public accounting, advisory, family office, or fund).
• Experience with trusts, estates, gift tax, and related matters.
• Strong project management and organizational skills.
• Excellent communication with family members and senior leadership.
• Ability to operate as an owner/coordinator rather than a preparer of tax filings.

Responsibilities

• Run the tax compliance program end to end across families' entities, trusts, and individual returns.
• Coordinate with outside CPA firms, routing key information and inputs.
• Manage CPA firms' timelines, deliverables, and quality, holding them accountable to deadlines.
• Review work product and returns, issue-spot and escalate before filings.
• Partner with CFO and in-house counsel on tax structuring for new investments.
• Build processes and leverage technology to reduce informal workflows.
• Own and centralize knowledge of trusts, wills, estate plans, and entity structures.
• Act as project owner for complex family matters from intake through resolution.

Skills

HNW tax experience

Project management

Organizational skills

Communication skills

Owner/coordinator mindset

Job description

Summary

Step into a newly created seat with real ownership over complex tax and family matters at the highest level. Apply today to help build something from the ground up.

Company Information

A well-established investment organization known for a disciplined approach and a strong, collaborative culture.

Job Description

• Run the tax compliance program end to end across the families' entities, trusts, and individual returns
• Serve as the single point of coordination with outside CPA firms, routing key information and inputs
• Manage CPA firms' timelines, deliverables, and quality, holding them accountable to deadlines
• Review work product and returns, issue-spot and escalates before filings
• Partner with the CFO and in-house counsel on tax structuring for new investments
• Build process and leverage technology to reduce reliance on informal, person-dependent workflows
• Own and centralize institutional knowledge of trusts, wills, estate plans, and entity structures
• Act as project owner for complex, episodic family matters from intake through resolution
• Coordinate outside advisors (attorneys, insurance agents, real estate professionals, etc.) and internal staff

Requirements / Qualifications

• 8+ years of HNW tax experience from public accounting, advisory, a family office, or a fund
• Required experience with trusts, estates, gift tax, and related matters
• Strong project management and organizational skills
• Ability to build process and structure in an environment with informal workflows
• Excellent communication skills, with comfort interacting directly with family members and senior leadership
• Ability to operate as an owner/coordinator rather than a preparer of tax filings