Senior Tax Manager - Family Office

Job Summary

Reporting to the Chief Financial Officer, this position is part of Hunt, Guillot & Associates, LLC's ("the Company") Executive Office team, providing primary support to principals and clients of Primrose Capital, LLC - which is the Hunt Family Office. This role will lead the development and delivery of the Company's Family Office & Closely Held Business Tax practice. The position will provide high-quality tax planning, tax compliance, and advisory services to Hunt family entities, the Company's Principals, related family enterprises, and a select group of external clients aligned with the Company's long-term relationship model.

The candidate must be results-driven, highly confidential, and professionally mature in handling sensitive tax and financial information. The candidate must demonstrate strong technical tax expertise, excellent communication skills, and a solutions-oriented, relationship-focused mindset. This individual will play a critical leadership role in building the Tax & Accounting capabilities of the Family Office and must be committed to accuracy, timely execution, and continuous process improvement.

Key Responsibilities

Tax Compliance & Advisory

• Review and interpret complex K-1s from real estate, private equity, venture capital, and other alternative investments.
• Lead preparation and review of federal and state income tax returns for individuals, trusts, and closely held entities.
• Support trust, estate, and gift planning including preparation of Forms 709 and fiduciary returns.
• Develop and execute tax planning strategies for high-net-worth individuals, multi-entity structures, and family investment vehicles.
• Coordinate with estate attorneys on generational planning, charitable structures, and trust administration matters.
• Advise on entity selection, restructuring, multi-state considerations, basis analysis, and wealth-transfer strategies.
• Maintain up-to-date knowledge of tax law changes and communicate impacts to stakeholders.

Family Office & Closely Held Business Support

Leadership, Workflow Management & Process Development

Client Relationship Management

Other Responsibilities

Requirements

HGA is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

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