Family Office Tax Manager

Tax Manager – High Net Worth Individuals

About the Opportunity

We are partnering with a sophisticated, growing multi-family office to hire a Tax Manager to join its tax and wealth planning team. The firm provides comprehensive wealth management and family office services to high-net-worth and ultra-high-net-worth individuals and families.

This position will focus primarily on individual tax compliance and planning, offering the opportunity to work closely with clients and their broader advisory teams in a highly collaborative environment. The Tax Manager will be responsible for managing complex individual tax matters while supporting proactive planning initiatives throughout the year.

Key Responsibilities

• Manage and review complex federal, state, and local individual income tax returns for high-net-worth and ultra-high-net-worth clients

• Oversee the preparation and review of Forms 1040 and related schedules, including complex investment, partnership, and pass-through activity

• Prepare and review quarterly estimated tax payments, extensions, projections, and year-end tax planning calculations

• Identify tax planning opportunities and work with senior team members to develop proactive strategies for clients

• Analyze K-1s and other investment-related tax reporting across complex portfolios

• Support tax matters involving trusts, estates, gifts, charitable giving, and family entities as applicable

Qualifications

• 5–7 years of relevant tax experience within Big Four, public accounting, private client services, wealth management, or a family office environment

• Strong experience with high-net-worth individual tax compliance

• Experience preparing and reviewing complex individual income tax returns

• CPA, EA, or advanced tax degree preferred

• Strong analytical and technical tax skills with exceptional attention to detail

• Ability to manage multiple client relationships and deadlines simultaneously

• Excellent written and verbal communication skills

• Ability to work collaboratively with investment, wealth planning, legal, and other advisory professionals

This position offers the opportunity to move beyond a traditional public accounting environment and work directly within a multi-family office, where tax is integrated with investment management, estate planning, financial planning, and broader family office services.