Tax Manager - Family Office Group

CPA Recruiter Online; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of experience in a Family Office Group, alongside strong tax knowledge and the ability to prepare and analyze financial statements. This opportunity offers a chance to lead client projects and work closely with various organizations.

Qualifications

• 5 years experience in a Family Office Group.
• Understanding of estate planning and personal financial planning experience is a plus.

Responsibilities

• Supervise a team performing duties for the client.
• Review income tax returns for various entities.
• Accounting for small businesses including journal entries and bank reconciliations.
• Prepare and analyze financial statements.
• Independently manage client relationships including tax and estate planning.
• Complete complex special client projects.

Skills

Strong tax knowledge

Ability to prepare and analyze financial statements

Education

CPA

Job description

CPA Firm seeking a Tax Manager for its Family Office Group

Job Description

Responsibilities:

• Supervise, direct a team members performing duties for the client.
• Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations.
• Accounting for small businesses, including journal entries, bank reconciliations, and period-end adjustments (cash/accrual)
• Prepare or review and analyze financial statements (both cash and accrual basis)
• Prepare or review and analyze business plans, forecasts, projections and budgets
• Independently manage client relationships, including tax planning, estate planning, and risk management. Role includes extensive interaction with clients via phone, email, and meetings.
• Complete special client projects of a complex nature.

Qualifications

Requirements:

• CPA
• 5 years experience in a Family Office Group
• Strong tax knowledge, an understanding of estate planning, and personal financial planning experience is a plus
• Ability to prepare and analyze financial statements

Additional Information

All your information will be kept confidential according to EEO guidelines.