Tax Manager - Family Office Group

Responsibilities:

• Supervise, direct a team members performing duties for the client.
• Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations.
• Accounting for small businesses, including journal entries, bank reconciliations, and period-end adjustments (cash/accrual)
• Prepare or review and analyze financial statements (both cash and accrual basis)
• Prepare or review and analyze business plans, forecasts, projections and budgets
• Independently manage client relationships, including tax planning, estate planning, and risk management. Role includes extensive interaction with clients via phone, email, and meetings.
• Complete special client projects of a complex nature.

Requirements:

• CPA
• 5 years experience in a Family Office Group
• Strong tax knowledge, an understanding of estate planning, and personal financial planning experience is a plus
• Ability to prepare and analyze financial statements

All your information will be kept confidential according to EEO guidelines.