Tax Manager
- Employer
- Creative Financial Staffing
- Location
- Lake Geneva
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Audit / Tax
- Job Type
- Long-Term
- Hours
- Full Time
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Tax Manager - Family Office
Family Office client has a new opportunity for a Tax Manager. Long established firm that handles Private Family office work for very high profile, high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.
Tax Manager Responsibilities:
Ideal Tax Manager criteria:
Why Work Here:
Family Office client has a new opportunity for a Tax Manager. Long established firm that handles Private Family office work for very high profile, high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.
Tax Manager Responsibilities:
- Prepare complex income tax returns, 1041, 1065 and 990-PF
- Tax planning, quarterly tax estimates, and tax research
- Assist with trust accounting, preparing estate and gift tax returns
Ideal Tax Manager criteria:
- Bachelor's Degree, Master's Degree a plus
- CPA
- 5+ years of income tax preparation experience
- Experience preparing complex fiduciary and partnership income tax returns
- OR
- Corporate tax experience with a strong interest in Family Office Tax
- Excellent presentation skills
- Willingness to learn and assist in a wide range of accounting and general firm activities
Why Work Here:
- Opportunities for advancement
- Profit sharing/401(k) plan, full benefits
- Very high-profile, multiple families and multi-generational families- 6th , 7th, 8th generations
- Excellent family culture, good work life balance, family oriented, flexibility
- Significant, complex, interesting work
- Opportunity to make an impact
- Long term employees, most staff have been with the office 15+ years plus
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