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    Tax Manager at Family Office - New Jersey, United States - Atlas Search

    Atlas Search
    Atlas Search New Jersey, United States

    2 weeks ago

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    Description

    Ready to join a Family Office with a Great Quality of Life?

    We are working on a Tax Manager Opportunity at a Family Office in New Jersey whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.

    The ideal candidate should have strong Managerial experience with ultra-high net worth families and significant experience reviewing tax returns for individuals, partnerships, trusts, and philanthropic entities.

    This is a new Manager role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.

    Responsibilities include but are not limited:


    • Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, investment partnerships, and private foundations.


    • Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.


    • Research complex tax issues and formulate opinions.


    • Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.


    • Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.


    • Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).

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