Tax Manager, Family Office

Kforce Inc; New York (NY); On-site; USD 150,000 - 240,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

Paid time off

Paid sick leave

Job summary

Kforce Inc. in New York, NY is seeking an experienced tax professional to manage reporting, planning, and compliance for high-net-worth individuals and corporations. You will oversee tax plans, prepare records and documents, and ensure accuracy across financial statements and returns.

The role requires a CPA and 6+ years of quality public accounting tax experience, with exposure to family office or business management clientele. Comprehensive benefits and opportunities are offered.

Qualifications

• Degree in Accounting; CPA required.
• Masters degree preferred for the role.
• 6+ years of public accounting tax experience, preferably with family office/clientele.

Responsibilities

• Manage tax reporting and planning and ensuring compliance.
• Implement and oversee the tax plans for HNW clients.
• Prepare the accounting records and tax compliance documents for individuals, (HNW), and corporations.
• Ensure the accuracy of all documents, (financial statements, tax returns, etc.).
• Offer solutions to time sensitive tax filing events.
• Assist with Business Development activities working with a diverse group of generalist clients.

Skills

Tax reporting

Tax planning

Compliance

Financial statements

Tax documents prep

Business development

Education

Accounting degree

Master's degree preferred

Job description

Responsibilities

• Manage tax reporting and planning and ensuring compliance
• Implement and oversee the tax plans for HNW clients
• Prepare the accounting records and tax compliance documents for individuals, (HNW), and corporations
• Ensure the accuracy of all documents, (financial statements, tax returns, etc.)
• Offer solutions to time sensitive tax filing events
• Assist with Business Development activities working with a diverse group of generalist clients

Requirements

• Requirements include a degree in Accounting; Master's degree preferred
• CPA required
• 6+ years of quality public accounting tax experience with some or all experience dealing with family office/business management clientele

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.