HNW Tax Manager

Role and Responsibilities: The Tax Manager will primarily oversee the tax, financial reporting, liquidity management, and financial planning needs of the firm's senior investment professionals and their families. This position will work closely with internal accounting, tax, operations, and family office teams, as well as external service providers. Experience with individual and/or partnership taxation is required. Additional experience in accounting, investment reporting, or personal financial planning is preferred.

Key Responsibilities: Coordinate the collection, organization, and distribution of financial information required for annual tax return preparation for senior professionals, their investment entities, and family members. Review individual and partnership tax returns prepared by external accounting firms. Review financial records and accounting activity for privately held investment entities. Prepare and review quarterly tax projections and estimated tax payment calculations. Track and maintain investment tax basis records. Coordinate with family office professionals on tax-related matters and evaluate tax considerations associated with prospective investments. Review and respond to federal, state, and local tax notices. Review quarterly financial reporting packages, including personal balance sheets, investment valuations, and liquidity projections. Monitor cash positions and liquidity requirements, coordinate transfers between accounts, manage capital calls and distributions, and evaluate cash reinvestment opportunities. Coordinate investment subscriptions and redemptions, including evaluating the appropriate investment ownership structure. Establish and administer credit facilities while monitoring borrowing requirements and covenant compliance. Support estate and wealth transfer planning, including trust oversight and annual and lifetime gifting strategies. Coordinate philanthropic contributions and charitable investment accounts. Manage internal and external reporting deadlines, coordinate with professional service providers, and prioritize compliance and year-end planning initiatives. Partner with internal tax and accounting teams to improve reporting processes, information sharing, and operational efficiency. Address ad hoc tax, accounting, and financial planning matters. Assist with special projects involving personal real estate transactions, household employment arrangements, international travel, and other personal financial matters. Provide guidance, supervision, and mentorship to junior team members.

Skills and Qualifications: Bachelor's degree in Accounting, Finance, or a related discipline. CPA or CFP designation is a plus. Approximately 6–8 years of relevant experience in one or more of the following: Public accounting, with an emphasis on financial services clients such as investment funds, private equity firms, hedge funds, or separately managed accounts. Tax, accounting, or operational functions within a family office or wealth management environment. Providing tax and financial services to high-net-worth or ultra-high-net-worth individuals. Exceptional attention to detail and a strong commitment to accuracy. Strong analytical, organizational, and problem-solving capabilities. Excellent written and verbal communication skills, with the ability to present complex financial information clearly. Advanced proficiency in Microsoft Excel and comfort working with financial systems and technology. Ability to work independently, take initiative, and quickly develop expertise in new areas. Strong service orientation and a proactive, solutions-focused approach. Demonstrated ability to manage multiple priorities, drive projects to completion, meet deadlines, and perform effectively in a fast-paced environment.