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 an opportunity for an individual looking to take their career beyond traditional 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).

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

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

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.