Tax Manager - Family Office

Landing Point; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Bonus

Job summary

Landing Point, a prominent CPA firm in New York, seeks a Tax Manager for its Family Office Tax team to deliver personalized tax strategies for high-net-worth clients. You will oversee multi-state returns, trusts, estates, and wealth-transfer planning while mentoring junior staff.

The role emphasizes client relationships, technical tax leadership, and staying updated on evolving tax law. CPA strongly preferred; public accounting or family office background is advantageous.

Qualifications

• Bachelor's degree in accounting or related field.
• 5+ years of tax experience focused on high-net-worth individuals.
• Experience managing and reviewing complex individual tax returns.
• CPA license or progress toward one strongly preferred.
• Experience in public accounting or family office environments.

Responsibilities

• Manage and review individual income tax returns, including multi-state filings.
• Review and manage trust, estate, gift, and partnership filings.
• Identify and implement tax planning opportunities for income, equity compensation, investments, and wealth transfer.
• Serve as a technical resource on complex tax issues, including foreign reporting and multi-state taxation.
• Stay current on tax law changes and industry best practices.
• Serve as a primary point of contact for clients, delivering strategic tax guidance.
• Build and maintain strong client relationships.
• Review work prepared by senior and staff professionals, providing coaching and guidance.
• Mentor and develop team members through feedback and training.

Skills

Outlook

Excel

Word

Adobe

Education

Bachelor's degree in accounting

Tools

CPA

Job description

Company Overview

A leading CPA firm with over 600 associates across 10 offices is seeking a Tax Manager for their Family Office Tax team. This role focuses on delivering personalized tax strategies and compliance services to high net worth individuals and families.

Job Responsibilities

• Manage and review individual income tax returns, including complex, multi-state filings
• Review and manage trust, estate, gift, and partnership filings
• Identify and implement tax planning opportunities related to income, equity compensation, investments, and wealth transfer
• Serve as a technical resource on complex tax issues, including foreign reporting and multi-state taxation
• Stay current on tax law changes and industry best practices
• Serve as a primary point of contact for clients, delivering strategic tax guidance
• Build and maintain strong client relationships
• Review work prepared by senior and staff-level professionals, providing coaching and guidance
• Mentor and develop team members through feedback and training

Qualifications

• Bachelor's degree in accounting or related field
• 5+ years of tax experience with a focus on high-net-worth individual taxation
• Experience managing and reviewing complex individual tax returns
• Proficiency in Outlook, Excel, Word, and Adobe
• CPA license or progress toward one strongly preferred
• Experience in public accounting, a family office, or related professional services environment

Compensation

Salary: $125,000 - $150,000 + Bonus