A bachelor's degree in business, finance, accounting, or a related field is required.
A minimum of 7 years of experience in public accounting or a family office, with an emphasis on taxation and/or trusts and estates, is required.
Past experience and demonstrated understanding of high-net-worth and ultra-high-net-worth tax law and strategies are required.
Recent experience managing complex client engagements is required.
Proficiency in at least one area of entity, individual, and/or fiduciary taxation is required.
A deep understanding of complex investments and their related tax implications is required.
Familiarity with multi-state taxation is required.
Responsibilities
Advise the family office on tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
Manage and oversee engagement and annual tax compliance responsibilities as part of a team for fiduciary, gift and estate taxation, partnerships, trusts, individuals, and philanthropic entities.
Review tax returns and related work papers for a variety of entities.
Resolve complex technical tax issues, consult with experts, prepare memoranda, and communicate findings to senior management in a synthesized manner.
Work with outside tax advisors on annual tax compliance.
Work with other family office team members as a resource and subject matter expert for relevant family office tax items.
Participate in cross-functional projects supporting operational and departmental excellence.
Develop and sustain relationships with clients and other professional advisors through client service.
Desired Qualifications
An advanced degree is preferred.
CPA or JD is highly preferred.
We are conducting a confidential search for a Fiduciary and Tax Manager for a private family office. The Fiduciary and Tax Manager provides dedicated technical expertise in tax planning, compliance, and fiduciary accounting for the family office. This role is centrally focused on the financial and tax-related performance of the family’s wealth structures, collaborating closely across the family office team to ensure seamless execution of the estate plan.
As a family office, all the staff work very closely together in a collegial work environment and have regular direct contact with family members. This is an onsite position in the office in Newtown Square, PA.
Essential Responsibilities:
Advise the family office on a full suite of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
Manage and oversee both the engagement and annual tax compliance responsibilities as part of a team for a variety of fiduciary, gift/estate taxation, partnerships, trusts, individuals and philanthropic entities.
Review tax returns and related work papers for a variety of entities.
Resolve complex technical tax issues, consult with experts, prepare memoranda and communicate findings to senior management in a synthesized manner.
Work closely with outside tax advisors on annual tax compliance.
Work internally with other family office team members, serving as a resource and subject matter expert for all relevant family office tax items.
Participate in cross-functional projects supporting operational and departmental excellence.
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
Experience and Education Requirements:
Bachelor’s degree in business, finance, accounting, or related field required; advanced degree preferred.
CPA or JD highly preferred.
Minimum of 7 years’ experience working in public accounting or a family office with an emphasis on taxation and/or trusts and estates required.
Past experience and demonstrated understanding of HNW and UHNW tax law and strategies required.