Tax Manager

**Responsibilities:** Supports the Director of Finance to ensure accurate and timely financial statements in a well\-controlled financial environment. Serves as the tax expert for the family office, driving all tax compliance, planning, and coordination across individual, trust, estate, partnership, and entity filings. Ensures accurate tax reporting, proactive planning, and timely filings while maintaining strict confidentiality. Acts as the central point of coordination with external CPA firms \& tax advisors with internal resources, ensuring tax matters are managed efficiently, accurately, and in alignment with family objectives. Communicates important matters timely and appropriately to leadership and other members of the finance team. **Job Duties:** * Maintains the confidence of the family and family office by safeguarding all confidential and sensitive information, both written and verbal. * Coordinates all tax compliance activities across individuals, trusts, estates, partnerships, and operating entities. * Analyzes and reviews financial statements for completeness and accuracy, include workpapers where appropriate to support tax workpapers. * Recommends and reinforces processes and internal controls to support effective asset protection, risk management, and organizational compliance. * Coordinates with external CPA firms and tax advisors by timely preparing, reviewing, and providing complete and accurate documentation for tax filings. * Reviews all federal, state, and local tax returns prior to submission to ensure accuracy, consistency, and compliance. * Ensures all tax filings, estimates, extensions, and payments are completed accurately and on time. * Serves as the primary internal liaison for tax\-related questions, audits, notices, and correspondence. * Tracks and manages tax calendars, deadlines, and filing requirements across all entities and jurisdictions. * Supports tax planning initiatives, including projections, scenario analysis, and coordination of strategies recommended by external advisors. * Advises and assists the Director of Finance on entity structuring, reorganizations, and special transactions from a tax perspective. * Monitors changes in tax laws and regulations that may impact the family office and communicates relevant implications to finance team. * Assists with quarterly and annual tax accruals, estimates, and cash\-flow planning related to tax obligations. * Supports trust and estate tax administration, including coordination of K\-1s, beneficiary reporting, and compliance requirements. * Assists with responding to tax audits, information requests, and notices in coordination with external advisors. * Works with Director of Finance and office staff to develop process improvements related to tax documentation, internal controls, workflows, and data organization. * Maintains organized, well\-documented tax files and supporting workpapers. * Assists with special projects such as new entity formation, real estate transactions, investments, complex tax matters and other duties assigned by Director of Finance. * Other duties as assigned. **Skills and Qualifications:** * Bachelor’s degree in accounting * CPA certification * Strong knowledge of individual, trust, estate, partnership, and entity taxation along with ability to build and maintain tax projection models for same. * 5\+ years of progressive tax experience, ideally within public accounting firm, or multi\-entity environment. * Experience coordinating and reviewing tax filings prepared by external CPA firms according to deadlines and compliance calendars. * Strong organizational skills with the ability to manage multiple deadlines simultaneously. * Strong collaboration skills and ability to work effectively with internal teams and external advisors. * Process\-oriented mindset with an interest in improving tax workflows and documentation practices. * Ability to communicate clearly, courteously, and professionally while building positive relationships with internal and external stakeholders. * High attention to detail and commitment to accuracy. * High levels of integrity, discretion, and professionalism. * Proficiency with Excel and Microsoft Office; experience working with accounting systems such as QuickBooks. *Drug Screen and Background Check required.* Job Type: Full\-time Pay: $122,100\.00 \- $145,000\.00 per year Benefits: * 401(k) * Dental insurance * Disability insurance * Employee assistance program * Flexible spending account * Health insurance * Life insurance * Paid time off * Vision insurance Education: * Bachelor's (Required) Experience: * progressive tax: 5 years (Required) License/Certification: * CPA (Required) Work Location: In person