Connexa Search Group · 12 hours ago
Senior Tax Manager - Family Office - UHNW
United States
Full-time
Remote
Senior Level
5+ years expConnexa Search Group is recruiting for a senior-level tax professional to support a privately held organization with complex ownership and investment activity. This role is responsible for overseeing tax planning, compliance, and advisory support across a portfolio of high-net-worth individuals, trusts, and closely held entities.
Staffing & Recruiting
Hiring Manager
Brandon Clark
Responsibilities
Oversee the preparation, review, and filing of federal and state tax returns for individuals, trusts, partnerships, and pass-through entities
Analyze complex K-1s, investment income, and multi-entity ownership structures
Develop and execute tax planning strategies for high-net-worth individuals and affiliated businesses
Support trust, estate, and gift-related filings and planning activities
Monitor tax law changes and communicate implications to ownership and executive leadership
Prepare tax projections, multi-entity estimates, and year-end planning models
Coordinate quarterly and annual estimated tax calculations and payments
Maintain documentation and tracking of tax positions, deadlines, and planning strategies
Collaborate with external CPAs, attorneys, and wealth advisors to ensure aligned planning and compliance
Support cash flow forecasting, net worth reporting, and entity-level financial coordination
Review work prepared by internal staff and third-party providers for accuracy and completeness
Establish workflows, controls, and scalable processes for an internal tax function
Identify opportunities to improve efficiency through technology, automation, and enhanced reporting
Provide guidance on entity structuring, restructures, and transaction-related tax matters
Assist with special projects related to investments, acquisitions, or business changes
Handle highly sensitive financial and personal information with discretion and professionalism
Qualification
Required
CPA required
Bachelor's degree in Accounting or Finance
5+ years of progressive tax experience
Deep experience supporting high-net-worth individuals, trusts, partnerships, and closely held businesses
Strong technical knowledge of multi-entity, multi-state, and investment-driven tax structures
Company
Connexa Search Group
Office@ConnexaSearch.com 864-900-5271 The Connexa Search Group is a privately owned, nationwide recruiting firm specializing in legal, accounting, finance, tax, HR, sales, purchasing, and supply chain roles.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tommy Martincic
Managing Partner
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