Tax Manager

L5

jcw groupNew York, NY3 days ago
We are partnered with a leading multi-family office seeking a Tax Manager. This individual will play a key role in supporting tax compliance, individual tax, trust, and estates across a diverse portfolio of investment funds and wealth management. The ideal candidate will have strong tax management experience, a solid background of tax compliance for high-net worth and ultra-high-net worth individuals and families.
Responsibilities: Manage the federal, state, and local tax compliance for high-net worth and ultra-high net worth individuals and families. Review complex tax returns (Forms 1040) and K-1s. Coordinate with external accounting firms, attorneys, and other professional advisors on client tax matters.4 days in office
Qualifications: CPA, EA, or advanced tax degree preferred.5–7 years of relevant tax experience. Background within public accounting, multi-family office, single family office, or private wealth environment. Experience reviewing Forms 1040 and Schedule K-1 reporting. Excellent analytical, organizational, and communication skills. For more information regarding this position or other tax opportunities, feel free to reach out to kyla.jackson@jcwgroup.com
Apply now
Apply now

Level

SeniorL5

Location

New York, NY

Occupation

Accountants and Auditors

Industry

Tax Preparation Services

Posted

3 days ago

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