Tax Manager
JCW - Stamford
Work at JCW
Overview
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Overview
Job Title: Tax Manager, Family Office
Location: Stamford, CT (Hybrid Work Available)
Overview:
JCW is working with a Family Office seeking a Tax Manager. This person will focus on tax compliance and planning for high-net-worth individuals, trusts, and estates. This role involves overseeing complex tax returns, developing strategies to optimize tax positions, and providing advisory services to clients.
Responsibilities:
- Tax Compliance & Returns: Manage and review individual, trust, and estate tax filings, ensuring compliance with federal and state tax laws.
- Tax Planning: Develop and implement tax strategies, focusing on wealth transfer, estate tax, and investment structures for high-net-worth clients.
- Client Advisory: Advise clients on tax-efficient strategies, working alongside their legal and financial teams.
- Leadership & Mentorship: Lead and mentor junior staff, ensuring quality work and professional growth.
- Research & Communication: Stay current on tax laws and communicate updates to clients. Serve as a point of contact during tax audits.
Qualifications:
- Experience: 4+ years of tax experience, focusing on high-net-worth individuals, trusts, and estates.
- Education & Certifications: Bachelor’s degree in Accounting or related field. CPA, JD, or MST preferred.
- Skills: Strong knowledge of U.S. tax laws (income, estate, gift), proficiency in tax software, and excellent communication skills.
- Attention to Detail: Ability to manage complex tax issues with precision and clarity.