Tax Senior Manager

The role

Reporting to the Director of Tax at a New York-based family office affiliated with a large scientific foundation

• Prepare, review, and maintain Excel-based workpapers supporting federal, state, and local tax filings for partnerships, foreign and domestic corporations, trusts, and individuals
• Prepare returns in-house where practical (Forms 1065, 1120, 1040, and related schedules), and review returns prepared by outside advisors
• Reconcile book-to-tax differences and track key adjustments across entities
• Maintain tax basis for investments, including partner capital accounts and basis schedules
• Build and maintain Excel models, templates, macros, and other automation to run an efficient one-person function
• Review 1099 and 1098 filings for accuracy and timely filing
• Monitor and calculate tax payments for FDAP, ECI, and BPT, and assist legal team with withholding documentation (W-8/W-9)
• Manage multistate and local filing obligations, including withholding filings, and pass-through entity tax elections
• Own the tax compliance calendar, including extensions and estimated payments, across all entities
• Assist with quarterly and year-end projections, including estimated payments and charitable giving strategy
• Monitor federal, state, and local law changes and advise on their impact
• Work with the accounting team to determine tax entries and disclosures for financial statements
• Research and thoroughly analyze tax issues as they arise
• Respond to and resolve notices from tax authorities, and lead audits and examinations with outside advisor support as needed
• Evaluate tax software or tools where they add clear value

A day in the role

Your work will center on tax compliance and private tax matters in a New York City family office and private equity setting.

What you bring

Required

• Bachelor’s Degree in Accounting, CPA or EA
• Strong technical knowledge of partnership (Subchapter K), corporate (Subchapter C), and trust/individual taxation, plus working knowledge of international tax, including FDAP, ECI, and withholding
• Advanced Excel skills, with a track record of building models and automating workflows
• Ability to explain complex tax issues
• Highly organized and self-directed, with sound judgment on when to escalate or involve outside advisor

Nice to have

• 10+ years of tax experience, including experience as a sole or lead tax professional (family office, investment fund, boutique firm, or small in-house department preferred)

Meet most of these but not every one? Apply anyway. A recruiter looks at your whole background.

The package

• Base salary: $200K-$250K
• Annual bonus

The firm

This is a confidential search, so the firm is described rather than named. JSB shares the name in a first conversation.

NYC based family office that manages the assets of one of the most world renowned hedge fund managers.