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    Family Office Tax Manager - New York, United States - International Search Consultants

    International Search Consultants
    International Search Consultants New York, United States

    4 weeks ago

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    Description

    Family Office Tax Manager

    NYC Metro Area

    As a Family Office Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.

    Responsibilities:

    • Responsible for all tax reporting of Fiduciary accounts.
    • Provide ongoing support to the Fiduciary Advisors and occasionally Wealth Advisors on Tax matters as the subject matter expert.
    • Client interaction, including partnering with UHNW Clients to discuss their tax returns, K1s and quarterly payments.
    • Responsible for reviewing returns, Fiduciary Tax professional will look at the returns and work with Fiduciary Counsel, outside Accountant and Client on ensuring the returns are filed correctly.
    • Ensure minimum wire distributions are met for IRAs.
    • Oversees IRS Payments.
    • Analysis of K1s and regular contact with outsourced Accounting team.
    • Coordinate tax compliance and planning responsibilities.
    • Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
    • Proficient in the preparation of individual, corporate, partnership, fiduciary and other tax returns prepared by external CPAs.

    Qualifications:

    • Bachelors degree. Ideally within Accounting or Finance, CPA preferred.
    • Minimum of 8 years of tax experience in a wealth management setting specifically trust and estates.
    • Exposure to UHNW Clients is preferred.
    • Functional knowledge of trust instruments.
    • Experience preparing individual taxes; preferred experience preparing Fiduciary tax returns.
    • Strong knowledge of general accounting concepts
    • Excellent communication (verbal and written), organization, and analytical skills are a must.

    If you are ready to take on a challenging role with a dynamic team at the forefront of financial services, apply today

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