Tax Manager – Single Family Office

Single-family office is seeking a Tax Manager to oversee tax planning, compliance, and reporting for a diverse portfolio that includes residential real estate partnerships, trusts, charitable entities, and private investments. This role requires deep technical expertise, hands-on execution, and the ability to collaborate with both internal teams and external advisors to drive tax-efficient strategies that align with long-term family objectives.

Responsibilities:

• Partner with legal and financial advisors on estate planning, trust structuring, and wealth transfer strategies at the intersection of tax, family governance, and long-term planning.
• Work closely with the investments team to assess tax implications of new and existing investments, including structuring considerations and profit interest determinations.
• Oversee tax compliance and reporting for the family’s real estate partnerships and other private entities.
• Serve as a key liaison with attorneys, auditors, and tax authorities to ensure compliance, mitigate risks, and implement best practices.
• Lead responses to federal and state audits, correspondence with tax authorities, and proactive risk management.
• Support charitable planning, including compliance and filings for private foundations and other philanthropic vehicles.
• Monitor changes in tax law and advise on their impact to the family’s portfolio, structures, and planning.

Qualifications:

• 5–8+ years of partnership tax experience, ideally with a mix of public accounting and private wealth/family office exposure.
• Familiarity with estate and trust planning, including gift tax implications.
• Real estate experience a plus; charitable planning and private foundations experience a plus.
• Knowledge of profit interests and related tax implications a plus.
• Strong communication skills, both verbal and written
• Strong analytical and organizational skills.