Hunt Guillot & Associates (HGA) · 4 days ago
Senior Tax Manager - Family Office
Ruston, LA
Full-time
Onsite
Senior Level
7+ years expHunt, Guillot & Associates (HGA) is seeking a Senior Tax Manager to lead their Family Office & Closely Held Business Tax practice. This role involves providing high-quality tax planning, compliance, and advisory services to Hunt family entities and external clients, while also building the Tax & Accounting capabilities of the Family Office.
ConsultingDeliveryLegalReal Estate
Hiring Manager
Michael Davis
Responsibilities
Review and interpret complex K-1s from real estate, private equity, venture capital, and other alternative investments
Lead preparation and review of federal and state income tax returns for individuals, trusts, and closely held entities
Support trust, estate, and gift planning including preparation of Forms 709 and fiduciary returns
Develop and execute tax planning strategies for high-net-worth individuals, multi-entity structures, and family investment vehicles
Coordinate with estate attorneys on generational planning, charitable structures, and trust administration matters
Advise on entity selection, restructuring, multi-state considerations, basis analysis, and wealth-transfer strategies
Maintain up-to-date knowledge of tax law changes and communicate impacts to stakeholders
Lead the quarterly and annual estimated tax process for Hunt family entities, HGA-related organizations, and select external clients — including calculation, planning, communication, and coordination of payments
Provide tax planning and compliance support to HGA and related Hunt family entities
Coordinate with external advisors, including legal, estate, and investment professionals, to deliver integrated Family Office solutions
Develop tax projections, year-end planning models, and multi-entity estimates to ensure timely and accurate filings
Maintain clear documentation and communication of estimates, deadlines, and planning recommendations to internal and external stakeholders
Assist with cash flow planning, net worth reporting, and entity-level financial coordination as part of broader Family Office activities
Establish and manage a scalable tax practice including development of workflows, review processes, templates, and standard operating procedures
Supervise onsite tax staff and outsourced resources ensuring accuracy, timeliness, and compliance
Review work prepared by staff and provide coaching, technical support, and performance feedback
Manage engagement scheduling, deadlines, and prioritization to ensure timely delivery
Develop and track key metrics for practice performance including realization, utilization, and client satisfaction
Lead technology and process-improvement initiatives, including workflow automation and system enhancements
Serve as the primary point of contact for assigned clients, delivering clear communication, proactive planning, and high-quality advisory services
Participate in growth initiatives by identifying opportunities to improve service quality and selectively bring in new clients aligned with HGA’s values
Engage directly with principals, executives, and key decision-makers, maintaining the highest level of professionalism and discretion
Support the Family Office’s fractional CFO team on tax-related matters impacting financial reporting, budgeting, or business structuring
Coordinate with HGA internal teams (Finance, IT, Software Development) to implement systems improvements and automation – leveraging the full service suite of HGA personnel
Assist with special projects, including entity restructures, transaction support, and analysis related to family investment strategy
Any other tasks as directed by the Chief Financial Officer
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
CPA license required
7+ years tax experience, including at least 3 years of experience managing engagements in a public accounting or family office environment
Demonstrated ability to review complex individual, partnership, trust, and S-corporation returns
Strong technical tax knowledge, including multi-entity structures, multi-state issues, and high-net-worth planning
Strong analytical and communication skills, both written and verbal
Proficiency with tax software, Microsoft Office Suite (Excel, Word, PowerPoint), and willingness to learn new systems (Addepar, reporting tools, etc.)
Ability to maintain strict confidentiality and exercise independent judgment
Highly organized, with strong time-management abilities and the capacity to balance multiple priorities
Candidate must live within daily commuting distance of Ruston, LA or be willing to relocate and must work on-site for at least the first year
Ability to operate in a fast-paced, entrepreneurial, UHNW Family Office environment with a high degree of maturity and professional polish
Preferred
An advanced degree (Master's) or taxation specialty is a plus
Experience supervising and developing staff
Company
Hunt Guillot & Associates (HGA)
HGA is a leading engineering, consulting, and program management company that has been delivering innovative and sustainable solutions to our clients for over 25 years.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Matt C. Woodard, CPA, CGMA, PFS
Chief Financial Officer
John Estes
Chief Information Officer
Company data provided by crunchbase