Tax Manager- High-Net-Worth & Family Office

People Architects; Cleveland (OH); Ibrido; USD 125.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation: $125,000–$-?

Hybrid schedule: remote four days, one

Transition beyond public accounting

Complex, interesting tax work

Professional growth

Collaborative culture

Descrizione del lavoro

People Architects, partnering with an established single-family office in the Cleveland area, seeks a Tax Manager (CPA required) to lead tax work for high-net-worth individuals and related entities. This role supports complex structures across partnerships, trusts, and investment vehicles in a private family office setting.

Active CPA license and about 5+ years of progressive tax experience are required. The position offers a four-day remote, one-day-on-site schedule in Valley City, OH, with

Competenze

• Active CPA license.
• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• Approximately 5+ years of progressive tax experience.
• Strong individual and partnership tax experience – essential.
• Experience preparing and reviewing complex federal and state tax returns.
• Strong understanding of partnership structures, Schedule K-1s, and investment-related tax reporting.
• Ability to independently manage tax responsibilities, deadlines, and competing priorities.
• Strong technical tax research, analytical, and problem-solving skills.
• Excellent communication skills and the ability to collaborate with tax, legal, and investment professionals.
• Detail-oriented, organized, and comfortable working in a professional, relationship-driven environment.

Mansioni

• Manage and review federal and state income tax returns for high-net-worth individuals, partnerships, LLCs, trusts, and related entities.
• Oversee complex individual and partnership tax compliance, ensuring accuracy and timely completion of filings.
• Review Schedule K-1s, brokerage statements, investment transactions, and other tax documentation.
• Coordinate tax planning and compliance activities for family members and their investment entities.
• Research complex tax issues and identify potential tax planning opportunities.
• Monitor tax deadlines, filing requirements, estimated payments, and compliance calendars.
• Collaborate with internal tax professionals and external CPAs, attorneys, and investment advisors.
• Manage responses to IRS and state tax notices, inquiries, and examinations.
• Support tax reporting associated with trusts, private foundations, investment partnerships, and alternative investments.
• Identify opportunities to improve tax processes, reporting accuracy, documentation, and technology.
• Serve as a knowledgeable tax resource while contributing to the continued development of the family office’s tax function.

Conoscenze

Active CPA license

Individual income tax

Partnership taxation

Tax research

Communication skills

Formazione

Bachelor's degree in Accounting/Finance/Taxation

Strumenti

CCH tax software

Descrizione del lavoro

Tax Manager – High-Net-Worth & Family Office

ONLY ONE DAY PER WEEK IN OFFICE – Valley City, OH | Four Days Remote

Ready to Take Your Tax Career Beyond Public Accounting?

People Architects is partnering with an established single-family office in the Cleveland area seeking an experienced Tax Manager (CPA Required) to join its collaborative tax team.

This is an excellent opportunity for a tax professional with a strong background in high-net-worth individual and partnership taxation who is ready to transition from public accounting into a sophisticated private family office environment.

You'll work with complex tax structures involving high-net-worth individuals, partnerships, trusts, investment entities, and multi-generational wealth while developing long-term relationships and contributing to strategic tax planning.

Prior family office experience and direct people-management experience are NOT required. However, an active CPA license is required.

Why Consider This Opportunity?

• Competitive Compensation: $125,000–$160,000 annually.
• Flexible Hybrid Schedule: Work remotely four days per week with just one day onsite in Valley City, OH.
• Transition Beyond Public Accounting: Apply your tax expertise in a private family office environment without the traditional public accounting client-service model.
• Complex, Interesting Tax Work: Gain exposure to high-net-worth individuals, investment partnerships, trusts, private foundations, and alternative investments.
• Professional Growth: Expand your involvement in sophisticated tax planning, compliance oversight, and multi-generational wealth management.
• Collaborative Culture: Work alongside experienced tax and financial professionals in an established, relationship-driven organization.
• Long-Term Opportunity: Develop deep knowledge of a family's financial structures and investment activities while building a rewarding career outside public accounting.

What You’ll Be Doing

• Manage and review federal and state income tax returns for high-net-worth individuals, partnerships, LLCs, trusts, and related entities.
• Oversee complex individual and partnership tax compliance, ensuring accuracy and timely completion of filings.
• Review Schedule K-1s, brokerage statements, investment transactions, and other tax documentation.
• Coordinate tax planning and compliance activities for family members and their investment entities.
• Research complex tax issues and identify potential tax planning opportunities.
• Monitor tax deadlines, filing requirements, estimated payments, and compliance calendars.
• Collaborate with internal tax professionals and external CPAs, attorneys, and investment advisors.
• Manage responses to IRS and state tax notices, inquiries, and examinations.
• Support tax reporting associated with trusts, private foundations, investment partnerships, and alternative investments.
• Identify opportunities to improve tax processes, reporting accuracy, documentation, and technology.
• Serve as a knowledgeable tax resource while contributing to the continued development of the family office’s tax function.

What We’re Looking For

• Active CPA license
• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Approximately 5+ years of progressive tax experience, ideally in public accounting, private client services, or high-net-worth taxation.
• Strong individual income tax and partnership taxation experience – essential.
• Experience preparing and reviewing complex federal and state tax returns.
• Strong understanding of partnership structures, Schedule K-1s, and investment-related tax reporting.
• Ability to independently manage tax responsibilities, deadlines, and competing priorities.
• Strong technical tax research, analytical, and problem-solving skills.
• Excellent communication skills and the ability to collaborate with tax, legal, and investment professionals.
• Detail-oriented, organized, and comfortable working in a professional, relationship-driven environment.

Preferred, But Not Required

• Experience working with high-net-worth individuals, families, or closely held investment entities.
• Trust, estate, or fiduciary income taxation experience.
• Exposure to private equity, alternative investments, complex partnerships, or private foundations.
• Experience with CCH tax software.
• Prior experience reviewing the work of other tax professionals.
• Previous family office or private wealth management experience.

You do not need previous family office experience to be considered. We are especially interested in experienced public accounting professionals with strong individual and partnership tax expertise who are ready to apply their skills in a different environment.

Equal Opportunity Employer

Our client is an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

No Third-Party Agencies:

We are not accepting submissions from third-party recruiters, staffing firms, or external agencies for this position. Unsolicited candidate submissions will not be considered.