Senior Tax Associate / High-Net-Worth & Family Office

People Architects; Valley City (OH); In loco; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

People Architects in Valley City, OH seeks a Tax Manager to lead tax compliance and planning for high-net-worth individuals, family entities, trusts, and partnerships. You will review and prepare returns, manage deadlines, and coordinate with external advisors to optimize tax strategies.

The role emphasizes collaboration with senior professionals, a hands-on approach, and opportunities to drive process improvements and tech-enhancements within the tax department.

Competenze

• Bachelor's degree in Accounting, Finance, or Taxation.
• CPA required.
• 3–10 years of tax experience in public accounting, private wealth, family office, or related environments.
• Strong knowledge of individual, fiduciary, partnership, nonprofit and corporate taxation.
• Proficiency with tax preparation and accounting software, preferably CCH.
• Experience with high-net-worth clients and complex investment structures.
• Excellent analytical, communication, and relationship management skills.

Mansioni

• Review and occasionally prepare individual, trust, partnership, LLC, private foundation, and corporate returns.
• Manage annual tax calendars and filing deadlines.
• Coordinate collection and review of K-1s, brokerage statements, and supporting tax documentation.
• Monitor tax law changes and assess impacts on family entities and investments.
• Manage responses to IRS and state tax notices and examinations.
• Support succession planning and multi-generational wealth preservation.
• Analyze tax implications of investments, acquisitions, dispositions, and charitable activities.
• Prepare and review fiduciary accounting calculations for trust distributions.
• Coordinate tax reporting for domestic and international investments.
• Ensure compliance with regulatory and reporting requirements.
• Coordinate with external CPAs, attorneys, investment managers, and custodians.
• Present complex tax matters to family stakeholders in a clear, understandable manner.
• Supervise, coach, and develop tax staff to strengthen technical expertise, improve performance, and support professional growth.
• Establish and improve tax processes, controls, and documentation.
• Manage special projects related to family office operations and strategic planning.
• Support budgeting and forecasting of tax liabilities and cash flow needs.

Conoscenze

CPA

High-net-worth tax

Fiduciary tax

Tax planning

Client relations

Formazione

Bachelor's degree in Accounting/Finance/Taxation

CPA

Strumenti

CCH ProSystem fx

Descrizione del lavoro

People Architects is partnering with a well-established single-family office that provides comprehensive financial, tax, and wealth management services to high-net-worth individuals and their families.

Our client is seeking a Tax Manager to join its team in Valley City, Ohio. This role will focus primarily on reviewing individual and trust tax returns, supporting tax compliance and planning, and collaborating with an experienced team of tax professionals. The ideal candidate will bring strong technical expertise in high-net-worth individual and fiduciary taxation, along with a collaborative, hands-on approach.

This opportunity offers the chance to contribute to ongoing technology enhancements, process improvements, and greater operational efficiency within the tax department.

The Tax Manager is responsible for overseeing all tax compliance, planning, and reporting activities for high-net-worth individuals, family entities, trusts, partnerships, and private foundations within a family office. This role manages federal, state, local, and international tax matters while partnering with external advisors, attorneys, investment professionals, and family members to develop and implement tax-efficient strategies. The Tax Manager ensures compliance, minimizes tax risk, and supports wealth preservation and succession planning initiatives. The Tax Manager manages the tax compliance process to ensure timely filing of all tax returns.

Key Responsibilities

• Review and occasionally prepare individual, trust, partnership, LLC, private foundation, and corporate returns.
• Manage annual tax calendars and filing deadlines.
• Coordinate collection and review of K-1s, brokerage statements, and supporting tax documentation.
• Monitor tax law changes and assess impacts on family entities and investments.
• Manage responses to IRS and state tax notices and examinations.
• Support succession planning and multi-generational wealth preservation.
• Analyze tax implications of investments, acquisitions, dispositions, and charitable activities.
• Prepare and review fiduciary accounting calculations for trust distributions.
• Coordinate tax reporting for domestic and international investments.
• Ensure compliance with regulatory and reporting requirements.
• Coordinate with external CPAs, attorneys, investment managers, and custodians.
• Present complex tax matters to family stakeholders in a clear, understandable manner.
• Supervise, coach, and develop tax staff to strengthen technical expertise, improve performance, and support professional growth.
• Establish and improve tax processes, controls, and documentation.
• Manage special projects related to family office operations and strategic planning.
• Support budgeting and forecasting of tax liabilities and cash flow needs.
• Maintain the highest level of confidentiality and discretion.

Qualifications

• Bachelor's degree in Accounting, Finance, or Taxation.
• CPA required
• 3-10 years of tax experience in public accounting, private wealth, family office, or related environments.
• Strong knowledge of individual, fiduciary, partnership, nonprofit and corporate taxation.
• Strong proficiency in tax preparation and accounting software, preferably CCH.
• Experience with high-net-worth clients and complex investment structures.
• Excellent analytical, communication, and relationship management skills.

Preferred Experience and Skills

• Family office or private client services experience.
• Trust expertise.
• Alternative investments, private equity, hedge fund, and partnership taxation experience.
• Multi-state and international tax exposure.
• Experience managing tax compliance functions, including external advisors.
• Strong client service orientation.

Equal Opportunity Statement: We are committed to a diverse and inclusive workplace. People Architects and our clients are equal opportunity employers and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Applicants for employment with any of People Architects or its clients will never be asked to provide money (even if reimbursable) as part of the job application or hiring process.