Tax Manager

StevenDouglas; Jacksonville (FL); In loco; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

StevenDouglas, a distinguished Jacksonville family office, seeks a tax-focused professional to help shape wealth strategies and partnership structures. You will work directly with principals and trusted advisors on complex matters across investments and estates.

The role offers hands-on exposure to tax planning, liquidity forecasting, and collaboration with top external counsel, with a clear path for growth as the office expands.

Competenze

• 5 to 10 years of progressive tax experience at the Manager or Senior Manager level.
• Public accounting background, Big Four or Private Client, PFS, or HNW tax practice.
• Experience with partnerships, pass-throughs, trusts, and investment structures, including how personal tax interacts with investment activity.
• Working knowledge of estate and gift tax planning concepts.
• A reviewer and advisor mindset, not just a return preparer, plus the judgment to know when to bring in specialists.
• Strong analytical skills in cash flow, liquidity, and tax projections.
• Polish, discretion, and the executive presence to work with sophisticated principals.

Mansioni

• Conduct tax analysis tied to investment activity, liquidity events, and changes in ownership or entity structures.
• Manage partnership, high-net-worth individual, trust, and estate tax matters.
• Review and interpret K-1s, basis schedules, and estimated tax planning.
• Roll liquidity forecasts and cash flow planning across personal accounts, trusts, and partnerships.
• Collaborate with Big Four advisors, estate planning counsel, and wealth advisors.
• Maintain records related to gifting history, valuations, trusts, and other family structures.

Conoscenze

Tax analysis

Cash flow analysis

Liquidity planning

Estate & gift tax

Discretion

Executive presence

Descrizione del lavoro

Ready to trade busy season for a role where your expertise really shapes the outcome? This is a rare chance to step out of public accounting and join a sophisticated, growing family office. You’ll work directly with the principals and their trusted advisors, and you’ll have a career path that grows as the office does.

My client is a highly respected family office known for its collaborative culture, its high-caliber team, and how much it invests in its people. I’ve worked with this group for years, and I’ve watched the professionals I’ve placed there grow, advance, and build long-term careers. Few organizations offer that kind of opportunity.

The Opportunity

The family office is expanding its internal tax and finance capabilities. This newly created role will partner closely with leadership and outside advisors on complex tax, investment, and wealth planning matters. You’ll get hands-on exposure to:

• Tax analysis tied to investment activity, liquidity events, and changes in ownership or entity structures
• Partnership, high-net-worth individual, trust, and estate tax matters
• Review and interpretation of K-1s, basis schedules, and estimated tax planning
• Rolling liquidity forecasts and cash flow planning across personal accounts, trusts, and partnerships
• Close collaboration with Big Four advisors, estate planning counsel, and wealth advisors
• Records related to gifting history, valuations, trusts, and other family structures

What You Bring

• 5 to 10 years of progressive tax experience at the Manager or Senior Manager level
• Public accounting background, ideally Big Four or a top firm’s Private Client, PFS, or HNW tax practice
• Experience with partnerships, pass-throughs, trusts, and investment structures, including how personal tax interacts with investment activity
• Working knowledge of estate and gift tax planning concepts
• A reviewer and advisor mindset, not just a return preparer, plus the judgment to know when to bring in specialists
• Strong analytical skills in cash flow, liquidity, and tax projections
• Polish, discretion, and the executive presence to work with sophisticated principals