Atlas Search · 3 weeks ago
Tax Manager, Family Office (Ptshp & UHNW Tax)
Nassau County, NY
Full-time
Onsite
Senior Level
$150K/yr - $175K/yrAtlas Search is a Family Office dedicated to building a legacy of giving back, located in Long Island. The Tax Manager will be responsible for managing tax compliance functions, preparing tax returns for high net worth individuals, and implementing new strategies for tax planning and compliance.
FinanceRecruitingStaffing Agency
Hiring Manager
Laura Gutierrez
Responsibilities
Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations
Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients
Research complex tax issues and formulate opinions
Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills
Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable
Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.)
Qualification
Required
Strong tax experience with ultra-high net worth families
Significant experience preparing and reviewing tax returns for individuals, operating partnerships, trusts, and philanthropic entities
Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, operating partnerships, and private foundations
Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients
Research complex tax issues and formulate opinions
Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills
Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable
Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.)
Company
Atlas Search
Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information tech, human resources.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Pablo Ismael
Partner, Chief Operating Officer
Peter Riccio
Founding Partner
Recent News
thefastmode.com
2023-12-08
Company data provided by crunchbase