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Tax Manager

Employer
Creative Financial Staffing
Location
Lake Geneva
Salary
Competitive

View more

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:
  • 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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