- 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.
- In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting.
- 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.
- 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.
- 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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Family Office Accountant
1 day ago
Tandym Group New York, United StatesA recognized property management company in New York City is looking for an Accountant to join their Family Office team. In this role, the Family Office Accountant will be responsible for maintaining accurate financial records, preparing comprehensive reports, analyzing financial ...
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Tax Manager at Family Office
1 week ago
Atlas Search New Jersey, United StatesReady 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 ...
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Tax Manager at Family Office
1 day ago
Atlas Search New York, United StatesReady 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 ...
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Semi-senior, Family Office
6 days ago
Anchin New York, United StatesJob 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 ...
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Director of Accounting-Family Office
6 days ago
Marcum Search New York, United StatesJob Description · Job DescriptionMarcum Search LLC the National Recruiting Division of Marcum LLP is recruiting for a Senior Accounting Manager or Director, (depending upon level of experience), for the Family Office practice. · In this role you will oversee, process, and/or revi ...
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Family Office Senior Associate
1 day ago
Bank of America New York, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Tax consultant for family office management
3 days ago
Velocity Enterprises Hyde Park, United StatesJOB DESCRIPTION · * Secure job at one of the largest German family offices, located directly at our client's house in Hyde Park. · * You will receive thorough and comprehensive training for your new job. · * You will provide comprehensive support for the family office and its com ...
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SS&C Technologies New York, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
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Cerity Partners New York, United StatesJob Details · Level · Experienced · Job Location · New York 99 Park - New York, NY · Position Type · Full Time · Education Level · 4-year degree or above · Salary Range · $110, $130,000.00 Salary/year · Job Category · Finance · Are you someone with impeccable attentio ...
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SS&C Technologies Holdings New York, United States Full timeJob Description · Associate Director, Business Development Family Office · Location(s): New York City, NY | Boston, MA | Chicago, IL | Dallas, TX | Los Angeles, CA | San Francisco, CA | Hybrid · Get To Know The Team: · The SS&C Technologies Sales team is seeking a results-driven ...
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Alvarez & Marsal New York, United StatesDescription · The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. · A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clien ...
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Alvarez & Marsal New York, United StatesA&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can p Client Service, Director, Man ...
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Key Private Bank
2 days ago
KeyBank New York, United StatesLocation: · 1301 Avenue of the Americas - New York, New York 10019 · JOB BRIEF (PURPOSE) · - Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM · - Serves as the primary point of contact for internal and external referrals for FW prosp ...
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Executive Director
3 days ago
NYC Careers Manhattan, United States**EXECUTIVE DIRECTOR**: · - Apply**EXECUTIVE DIRECTOR**: · - Agency: HRA/DEPT OF SOCIAL SERVICES · - Posted on: 04/09/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: Exam may be required · Department · FIA Admin Support Svcs-MGR · - Salary range: $115, ...
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Investment Analyst
3 days 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, and philanthropic efforts under Dalio Philant ...
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Office Concierge 2
2 days ago
Graham Windham New York, United States**Title**:Office Concierge 2 Montague Location in Brooklyn (Monday, Wednesday and Friday 9am - 5pm) · (Tuesday and Thursday 11am · - 7pm) · **Department**:Administrative Services · **Reports to**:Administrative Services _Manager_ · **______________________________________________ ...
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Executive Assistant/office Manager
1 day ago
Vida Shoes International New York, United StatesSince 1973, Vida Shoes International, Inc. has been committed to becoming a global leader in the footwear industry. We are dedicated to designing, producing, and marketing quality branded footwear using our expansive worldwide resources. Our wealth of knowledge stems from the div ...
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Executive Assistant
1 day ago
Bessemer Trust Company New York, United States**Position Summary**: · At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). · **Responsibilities**: · - Optimu ...
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Audit Nurse
1 day ago
NYC Careers Manhattan, United States**Audit Nurse**: · - Apply**Audit Nurse**: · - Agency: ADMIN FOR CHILDREN'S SVCS · - Posted on: 05/09/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: No exam required · Department · DYFJ Central · - Salary range: $137, $137, THE SELECTED CANDIDATE WILL ...
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Parks, Recreation & Historic Preservation, Office of New York, United States**Minimum Qualifications** · There are no minimum qualifications for this title per Civil Service. · **Duties Description** · The duties and responsibilities of the incumbent include, but are not limited to: · - Serving as the first point-of-contact as the Receptionist for the NY ...
Tax Manager at Family Office - New York, United States - Atlas Search
Description
Tax Manager at Family Office professionals in New York City
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