Tax Manager

JCW Group; United States; On-site; USD 150,000 - 200,000; Full time

Job summary

A family office in New York is seeking a skilled Tax Manager to oversee tax compliance for ultra-high-net-worth clients. Responsibilities include managing tax returns, planning, and advising on estate and wealth transfer strategies. The ideal candidate will have over 5 years of relevant experience in tax and a strong educational background in Accounting or Finance, preferably with a CPA.

Qualifications

• 5+ years of relevant tax experience with HNW individuals and partnerships.
• Background in public accounting and private industry/family office is preferred.
• Strong technical knowledge of individual, trust, and partnership taxation.

Responsibilities

• Oversee preparation and review of federal, state, and local tax returns.
• Manage quarterly and annual tax planning.
• Provide strategic guidance on estate, gift, and wealth transfer planning.

Skills

Tax compliance

Tax planning

Analytical skills

Communication skills

Collaboration

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA preferred

Job description

Job Title: Tax Manager – Family Office

Location: New York, NY

Base pay range: $150,000.00/yr – $200,000.00/yr

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Accounting/Auditing

About the Role

JCW is partnered with a family office seeking a highly skilled and motivated Tax Manager to join their team. This individual will be responsible for managing complex tax matters for ultra-high-net-worth (UHNW) individuals, family entities, and investment partnerships. The ideal candidate brings a strong technical background, proven experience with HNW tax compliance and planning, and exposure to partnership taxation.

Key Responsibilities

• Oversee preparation and review of federal, state, and local tax returns for UHNW individuals, trusts, partnerships, and related entities.
• Manage quarterly and annual tax planning, ensuring compliance and optimizing tax positions.
• Provide strategic guidance on estate, gift, and wealth transfer planning in collaboration with external advisors.
• Support investment structures and transactions, including analysis of partnership allocations, distributions, and K-1s.
• Maintain awareness of evolving tax laws and regulations impacting UHNW individuals and family entities.
• Partner closely with internal accounting and investment teams to align tax strategies with overall family office objectives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 5+ years of relevant tax experience, with a focus on HNW individuals and exposure to partnerships.
• Background in both public accounting (Big 4 or regional firm) and private industry/family office experience strongly preferred.
• Strong technical knowledge of individual, trust, and partnership taxation.
• Experience with estate, gift, and wealth transfer planning is a plus.
• Excellent communication, analytical, and organizational skills.
• Ability to thrive in a collaborative, hands-on environment and handle sensitive, confidential information with discretion.

For more information regarding this position or other tax opportunities, please reach out to [e-mail].