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Tax Manager
Tax ManagerConsultative Search Group • Princeton, NJ, US
Tax Manager

Tax Manager

Consultative Search Group • Princeton, NJ, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

A family office is seeking a Tax Manager to join their dynamic team. Reporting directly to the Tax Director, you will be exposed to multi-asset investment portfolios, complex tax structures and strategies and innovative estate and personal income tax planning. You will be a significant contributor to a small cutting-edge firm which offers professional growth and development, continuous learning, and a work-life balance.

Responsibilities

  • Prepare / review tax workpapers and returns for various individuals, trusts, private equity and special purposes vehicles.
  • Prepare quarterly individual and trust tax estimates and complete other internal tax projects and analysis as assigned.
  • Preparation of Principal's individual and related grantor trust tax projections
  • Preparation of individual tax returns for family members of its Principal and senior employees.
  • Review of schedule K-1s of its Founder's and senior employees, which includes multi-state tax requirements; K-1s to be incorporated into their individual income tax returns prepared by external tax providers.
  • Analyze trading portfolios for applicable tax adjustments

Qualifications

  • Proficient with Excel
  • Experience with tax software programs, preferably CCH ProSystem and Gosystems (preparing returns, qualifying for e-file)
  • Proficient in partnership and trust accounting
  • High level understanding of equity and tax allocations for partnerships
  • Solid communication, interpersonal and project management skills
  • A self-starter who must work well with others and have the ability to work and integrate with other departments to streamline flows of efficiency.
  • Must be able to handle multiple time-sensitive projects and prioritize heavy workloads

    • Many of our job openings can be viewed at https : / / jobs.crelate.com / portal / consultativesg

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    Tax Manager • Princeton, NJ, US