Tax Manager

Tax Manager (Individuals & Trusts) w/ Family Office - Grand Rapids, MI

Compensation: $120,000 - $170,000 Base w/ 10% Bonus

Our client is a highly respected Family Office in Grand Rapids, MI who are looking to add a gifted Tax Manager to their team. The ideal candidate will have a strong background in individual (1040), trust, gift, estate, tax compliance and consulting.

This is a fantastic opportunity for an individual looking to take their career beyond tradition public accounting and join an established close knit-team working at a well-known Family Office with a strong sense of Work-Life-Balance on a Hybrid Schedule (4 Days in Office, WFH on Fridays).

What You'll Do

• Supervision and development of tax department personnel
• Management of individual, gift, trust, or investment entity tax compliance process including workpaper design and automation, record management and retention, and working with external service providers
• Review of individual, gift, trust, or investment entity tax filings for completeness, accuracy, and risk mitigation
• Management of IRS and state examinations and notices
• Work with the team on analysis and implementation of strategic tax planning opportunities
• Work with the Director of Trusts & Estates and outside legal counsel in preparation and review of trust estate planning documents, if assigned based on experience

Benefits:

• Compensation: $120,000 - $170,000 (Base Salary) w/ 10% Bonus
• 401(k) w/ employer match up to 7.5%
• 22 days of PTO to start, plus paid holidays
• Health Insurance Options with competitive employer contributions.
• Grab and Go Deli/Market with employer-provided account credit of $650/year.
• Employer paid parking in the heart of downtown Grand Rapids.
• Education and training reimbursement programs.
• Discounted memberships to MVP Sportsplex
• Relocation Package Available

Qualifications:

• 7 years of experience with a public accounting firm or equivalent
• Strong background in individuals, trusts, gifts, and estates required
• Complex tax compliance, review, and planning experience
• IRS and Tax controversy experience a plus.
• Bachelor’s degree required; Master’s in Taxation preferred