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Job Description
Our client is a family office and they have a need for a
Tax Manager to assist with high net worth individual tax
return preparation, tax planning, estates and trusts, tax
strategy, and any other tax issues that may arise for the
family members of this family office.
Duties will include the following: Executing timely and
accurate tax compliance including preparing and filing all
tax returns – Federal, State, Partnership, Foundation, S
Corp, C Corp, Individual, Trust and Gift tax returns.
Providing Tax analysis on Advise Managing Partners of tax
consequences of new investment options; completing tax
research; providing tax impact advice and analysis on
business decisions; assisting with estate planning an
analysis of estate options; managing the fiduciary
responsibility of the 401(k) plan; assisting family
members with personal and business accounting and tax
issues; and acting as a liaison with attorneys in setting
up legal entities for new businesses, registering for
sales taxes, and setting up accounting systems.
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Requirements
4 year degree and significant High Net Worth Individual
taxation experience. CPA or JD required – this is non-
negotiable. Public accounting a plus.
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Benefits
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