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Trenton

    Tax Manager - Trenton, United States - Atlas Search

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    Description
    Join Our Client's Team as a Tax Manager at a Premier Family Office in Newark, NJ

    Are you a seasoned tax professional with a knack for navigating the intricate landscape of high net worth (HNW) individuals and families? Are you ready to step into a leadership role and take the helm of a dynamic team in the heart of Newark, NJ? Look no further – our client's prestigious family office is seeking a Tax Manager with 7+ years of HNW experience to join their ranks and lead their tax strategy into the future.


    About Our Client:


    Nestled in the vibrant city of Newark, NJ, our client's esteemed family office is renowned for providing unparalleled financial stewardship to high net worth individuals and families.

    With a rich history of excellence and a commitment to integrity, they pride themselves on delivering bespoke solutions tailored to the unique needs of their esteemed clientele.


    Position Overview:


    As a Tax Manager at our client's family office, you'll play a pivotal role in overseeing their tax operations and ensuring compliance with ever-evolving regulations.

    While most tax compliance tasks are outsourced to a public accounting firm, your focus will be on strategic tax planning, optimization, and client advisory services.

    This role offers a rare opportunity to step into a leadership position, with the expectation of taking over the team in the next couple of years.


    Key Responsibilities:
    Lead strategic tax planning initiatives for high net worth individuals and families
    Collaborate closely with external tax advisors to ensure compliance and optimize tax strategies
    Provide expert guidance on complex tax matters and wealth preservation strategies
    Conduct comprehensive tax reviews and identify opportunities for tax savings and efficiencies
    Cultivate and mentor a team of tax professionals, fostering a culture of excellence and growth

    Qualifications:
    Bachelor's degree in Accounting, Finance, or a related field; CPA or MST preferred
    7+ years of experience in tax advisory for high net worth individuals and families
    Previous experience in public accounting or a family office environment is highly desirable
    Strong understanding of federal, state, and local tax laws and regulations
    Exceptional communication and leadership skills, with a proven ability to mentor and develop team members
    Detail-oriented with a strategic mindset and a passion for delivering exceptional client service

    Why Join Our Client's Team:
    At our client's family office, they understand the importance of achieving a harmonious balance between work and life.

    They offer a supportive and collaborative work environment where you'll have the autonomy to drive meaningful impact while enjoying a fulfilling personal life.

    With the opportunity to take over the team in the next couple of years, you'll be poised for career advancement and professional growth.

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