Jobs
>
New York City

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

    Atlas Search
    Atlas Search New York, United States

    3 weeks ago

    Default job background
    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 York City 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.).

  • Family Office

    Executive/Personal Assistant

    1 week ago

    Family Office New York, United States

    Family office seeks experienced, professional Executive/Personal Assistant to provide high-level administrative support to family executive. · Responsibilities · Act as the point of contact between family members, professional and personal relationships, and internal/external cli ...

  • Family Office

    Executive/Personal Assistant

    5 days ago

    Family Office New York, United States

    Family office seeks experienced, professional Executive/Personal Assistant to provide high-level administrative support to family executive. · Responsibilities · Act as the point of contact between family members, professional and personal relationships, and internal/external cli ...

  • Family Office

    Estate Manager

    5 days ago

    Family Office New York, United States

    Estate/House Manager · Full-Time · In person · Full-time house manager needed for a HNW family in Manhattan. This position will be responsible for the management and operation of the primary residence so it feels like a 5-star hotel. · The work requires collaboration and thoroug ...

  • Family Office

    Full-time Paraprofessional

    5 days ago

    Family Office New York, United States Full time

    SEEKING: Full-time Paraprofessional/Nanny (ABAs/ RBTs welcome) · Perfect for BCBA/LBA Supervision for Those Working Towards Their Certification · Seeking an enthusiastic, energetic and passionate person for a full-time position on the Upper East Side, Manhattan. The role involves ...

  • Page Executive

    CFO - Family office

    2 weeks ago

    Page Executive New York, United States

    About Our Client · Single Family office with a focus on commercial real estate, along with some additional investments. · Small, close knit office providing a high service level to a small International family. · Offices based in Manhattan. · This is a predominately in office ...

  • RSM US LLP

    Tax Manager – Family Office

    1 week ago

    RSM US LLP New York, United States Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...

  • Atlas Search

    Tax Manager at Family Office

    2 weeks ago

    Atlas Search New York, United States

    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 York City 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 w ...

  • Family office

    Family/Personal Assistant

    1 week ago

    Family office New York, United States

    Job Description · Job DescriptionHighly intelligent, resourceful individual with exceptional communication skills and organizational ability needed to keep a busy New York family on track a few days a week during afternoons, evenings, and weekends. The person in this role will pr ...

  • Family Office

    Executive Assistant

    1 week ago

    Family Office New York, United States

    Job Description · Job DescriptionLarge international family investment office seeks an experienced Executive Assistant (EA). · The ideal candidate will have at least 5 years of applicable experience, a proactive disposition, detail-oriented work style, and strong interpersonal co ...

  • Family office

    Full-time Housekeeper

    6 days ago

    Family office New York, United States Full time

    Job Description · Job DescriptionFull-time Housekeeper · Intelligent, organized individual with solid communication and top-notch cleaning skills to work with a private family's housekeeping staff in the New York City area. This is a full-time, year-round opportunity on a great t ...

  • Rattner Family Office

    Economic & Policy Research Associate

    1 week ago

    Rattner Family Office New York, United States

    The candidate will be working directly for the Chairman and CEO of a major family office who, in addition to his responsibilities leading an investment team, is a prominent commentator on economic and other public policy issues through regular Op-Eds for a prestigious national pu ...

  • Private Family Office

    Executive Assistant

    1 week ago

    Private Family Office New York, United States

    Polished, professional and highly organized Executive Assistant to support a distinguished CEO and philanthropist who expects excellence. The ideal candidate will possess exceptional communication skills, discretion and a proactive mindset to handle a wide range of responsibiliti ...

  • KeyBank

    Family Wealth Office Director

    1 week ago

    KeyBank New York, NY, United States

    Location:1301 Avenue of the Americas - New York, New York 10019The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM. This role serves as the primary point of contact for UHNW familie ...

  • Anchin

    Semi-senior, Family Office

    2 days ago

    Anchin New York, United States

    Job Description · Job DescriptionTitle: Semi-senior, Family Office · Department: Family Office · Supervises: N/A · Role Type: Full time · Location: New York, NY · ABOUT THE COMPANY: · Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long I ...

  • Dalio Family Office

    Investment Analyst

    1 week ago

    Dalio Family Office New York, United States

    Investment Analyst Private Markets Manager Selection · Dalio Family Office · Dalio Family Office Overview: · The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures,investments,andphilanthropic effortsunderDalio Philanthropies,which incl ...

  • Private Family Office

    Executive and Personal Assistant to a busy entrepreneur

    1 week ago

    Private Family Office New York, United States

    Job Description · Job DescriptionExecutive and Personal Assistant to a busy entrepreneur · A highly intelligent, resourceful individual with exceptional communication skills and organizational ability is sought for administrative/operational support across a wide variety of tasks ...

  • Dalio Family Office

    Investment Analyst

    2 weeks ago

    Dalio Family Office New York, United States

    Investment Analyst – Private Markets – Manager Selection · Dalio Family Office · Dalio Family Office Overview: · The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures,investments,andphilanthropic effortsunderDalio Philanthropies,which ...

  • 00002 Citibank, N.A.

    SVP, Private Equity and Institutional Family office Credit Officer

    3 weeks ago

    00002 Citibank, N.A. New York, United States Full time

    The Credit Portfolio Senior Officer I is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this rol ...

  • Family Office Investment Fund

    Executive Assistant

    1 week ago

    Family Office Investment Fund New York, United States

    A multi-billion dollar family office is seeking an experienced EA to support the head of the firm. This is an EXCELLENT opportunity to join a great firm with a strong culture, great pay & benefits and a hybrid schedule. The ideal candidate should have multiple years of experienc ...

  • MKF Group

    Family Office Associate

    4 weeks ago

    MKF Group New York, United States

    Company Description · MKF Group is a team of investment professionals with expertise in the banking, real estate, and asset management industries. With a heritage dating back to the international banking markets, our organization has played a pivotal role in establishing financia ...