Tax Manager

Princeton, NJ - USA

Monthly Salary: $ 130000 - 160000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 Principals 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 Founders 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

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Manager