• Location: New York NY
• Type: Perm
• Job #24278

Company Overview:
An international real estate investment company is seeking a Family Office Tax Manager.  This role will provide tax compliance and tax planning as part of the broader Family Office function.

Job Responsibilities:

• Oversee and support the preparation and filing of federal and state tax returns across multiple entities and individuals.
• Prepare detailed write-ups and workpapers to support efficient filings and reviews by external tax firms.
• Review draft returns for accuracy and consistency with internal financial data and planning goals.
• Compile and analyze a high volume of K-1s, addressing capital account, basis, and allocation issues.
• Assist in quarterly and year-end tax planning, including modeling tax impacts from significant transactions.
• Work with accounting team to ensure tax-sensitive transactions are accurately captured in financials.
• Prepare and manage federal and state estimated payments and related documentation.
• Communicate with outside partners and investors regarding K-1s, allocations, and tax questions.
• Track and maintain investor-level tax attributes such as residency, withholdings, and elections.
• Help manage tax issues related to trusts, private foundations, and charitable giving strategies.
• Respond to IRS and state tax notices and coordinate resolution with external advisors.
• Maintain audit-ready files and comprehensive documentation of tax positions and correspondence.
• Ensure tax files, trackers, and estimate schedules are consistently organized and up to date.
• Use tax software to track, analyze, and support filings.
• Recommend improvements to workflows, documentation standards, and internal tax processes.

Qualifications:

• Deep technical tax knowledge and familiarity with the tax complexities of high-net-worth individuals, tiered partnerships, and estate structures.
• Strong organizational and communication skills.
• Experience in handling sensitive information with discretion.
• Ability to work collaboratively across internal teams and with external advisors.

Compensation:
Salary: $135,000 – $175,000, Plus Bonus