About Our Client
Our client is a highly successful, multi-entity private organization. They are a leading name known for their commitment to excellence, community involvement and sustained high performance. The organization manages complex business operations, high-profile assets, and a sophisticated financial structure, requiring expert, detail-oriented support for its compliance and planning needs. This is an opportunity to join a dedicated, elite financial team supporting a renowned private enterprise.
The Opportunity
This is a critical, high-impact role supporting the tax compliance and planning needs of a multi-entity family office. The Tax Manager will be the central coordinator, bridging communication between internal stakeholders and external advisors. You will play an essential role in ensuring accuracy and efficiency in complex tax filings while also contributing to proactive tax planning strategies. This position offers significant exposure to intricate high-net-worth individual, trust and partnership tax structures.
What You Will Do
Compliance & Filing Management:
- Oversee, prepare and/or review approximately 200 federal and state tax returns across multiple entities and individuals, plus extensions, estimates, and other form filings.
- Oversee and support the preparation and filing of federal and state tax returns across multiple entities and individuals.
- Continuously review state nexus and nonresident withholding rules to ensure compliance.
- Review draft returns for accuracy and consistency with internal financial data and planning goals.
- Prepare detailed write-ups and workpapers to support efficient filings and reviews by external tax firms.
Tax Planning & Strategy:
- Work collaboratively with advisors to provide proactive tax planning for complex business operations and high-net-worth individuals.
- Assist in quarterly and year-end tax planning, including modeling tax impacts from significant transactions.
- Work with the accounting team to ensure tax-sensitive transactions are accurately captured in financials.
- Prepare and manage federal and state estimated payments and related documentation.
Calculate tax distributions.
- Monitor multiple investment life cycles and tax basis.
- Analyze trust distributions for optimal tax planning.
- Complete annual cost segregation analysis for four business entities.
Investor & Entity-Level Support:
- Manage investor-level tax communications, ensuring clear and timely dissemination of complex information.
- Communicate with outside partners and investors regarding K-1s, allocations, and tax questions.
- Track and maintain investor-level tax attributes such as residency, withholdings, and elections.
- Help manage tax issues related to trusts, private foundations, and charitable giving strategies.
Audit, Notices & Internal Process:
- Respond to IRS and state tax notices and coordinate resolution with external advisors.
- Respond to federal and state income tax, trust, gift, estate, payroll, and sales tax audits, and coordinate resolution with external advisors.
- Maintain audit-ready files and comprehensive documentation of tax positions and correspondence.
- Ensure tax files, trackers, and estimate schedules are consistently organized and up to date.
- Recommend improvements to workflows, documentation standards, and internal tax processes.
Consulting & General Support:
- Serve as the internal subject matter expert, clearly explaining tax complications to non-tax audiences within the organization.
- Assist with payroll issues and general consulting as needed.
- Create business financial statements as needed.
- Perform additional duties as assigned.
Who You Are
Experience & Education:
- 7+ years of direct experience with partnership returns and high-net-worth individual returns.
- Specific expertise in reviewing and managing partnership returns and high-net-worth individual returns.
- Bachelor s degree in Accounting; Master s Degree a plus.
- CPA desired (Not required)
Skills & Attributes:
- Possess strong organizational skills, allowing you to effectively manage multiple entities and concurrent projects.
- High level of organization and attention to detail, with an ability to multi-task and maintain confidentiality.
- Strong written, verbal and interpersonal skills.
- Demonstrated ability to explain intricate tax matters clearly to a non-tax audience, including leadership and business operations teams.
- A collaborative team player with the proven ability to coordinate effectively with both internal finance teams and external tax advisory firms.
- Proficiency in MS Office suite (Word, Excel, PowerPoint).
The Ideal Candidate
Has 7 to 10+ years of direct, dedicated experience managing tax functions for sophisticated clients or organizations. This professional is a central coordinator who can bridge communication between internal stakeholders and external advisors. They must be adept at handling the complex tax structures of a multi-entity family office, including high-net-worth individual, trust, and partnership filings.
Why Join the Team?
This is an opportunity to step into an indispensable role within the financial core of a premier brand. You will gain unparalleled exposure to highly complex and unique tax structures not typically found in conventional corporate environments. The company offers a culture of elite professionalism, excellence and significant career stability.
Benefits:
- Health (Medical, Vision, Dental)
- Short-Term Disability
- Long-Term Disability
- Life Insurance
- AD&D Insurance
- Telemedicine (Physical and Mental Health)
- Employee Assistance Program
- 401K with Employer Match
- Pension Plan
- Competitive Paid Time Off Policy
- Flexible Spending Accounts
- Wellness Program
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About Naviga Recruiting & Executive Search
Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.
