Senior Manager, Tax & Family Office Services

Job Description: Run the tax compliance program end to end across the families' entities, trusts, and individual returns Serve as the single point of coordination with outside CPA firms, routing key information and inputs Manage CPA firms' timelines, deliverables, and quality, holding them accountable to deadlines Review work product and returns, issue-spot and escalates before filings Partner with the CFO and in-house counsel on tax structuring for new investments Build process and leverage technology to reduce reliance on informal, person-dependent workflows Own and centralize institutional knowledge of trusts, wills, estate plans, and entity structures Act as project owner for complex, episodic family matters from intake through resolution Coordinate outside advisors (attorneys, insurance agents, real estate professionals, etc.) and internal staff Requirements / Qualifications 8+ years of HNW tax experience from public accounting, advisory, a family office, or a fund Required experience with trusts, estates, gift tax, and related matters Strong project management and organizational skills Ability to build process and structure in an environment with informal workflows Excellent communication skills, with comfort interacting directly with family members and senior leadership Ability to operate as an owner/coordinator rather than a preparer of tax filings