Manager, Individual Tax
Our client, a boutique Private Family Office, is seeking to hire a Manager of Individual Tax based in Hunt Valley, MD. The firm specializes in tax compliance and strategic planning for high-net-worth individuals with complex investment portfolios. This role offers the chance to work closely with seasoned professionals on intricate tax matters involving hedge funds, PE/VC investments, QSBS, crypto, and multistate/offshore structures. It's a great opportunity to deepen your expertise in individual tax while contributing to a collaborative, high-touch environment.
Responsibilities:
- Lead the preparation and review of individual, trust, and foundation tax filings, particularly for clients with intricate investment holdings.
- Provide guidance on transactions involving private equity, venture capital, real estate, hedge funds, and ownership in fund management entities.
- Mentor and manage team members, ensuring accountability through regular check-ins and performance tracking.
- Conduct tax research and deliver consultative insights on estate planning, philanthropic strategies, and family office structures.
- Build and maintain strong client relationships, ensuring timely and accurate delivery of services.
- Collaborate across levels to support a proactive and thoughtful approach to tax advisory.
Qualifications:
- Bachelor's degree in Accounting or Finance; CPA or CPA-track preferred.
- Minimum of 6 years of experience in tax or accounting, ideally with exposure to family office environments.
- Strong analytical skills and the ability to navigate complex investment structures.
- High proficiency in Excel and tax/accounting software; meticulous attention to detail.
- Excellent communication and client service skills, with a proactive and solutions-oriented mindset.
- Comfortable managing multiple priorities and delivering under tight deadlines.
- Demonstrated leadership capabilities and a commitment to continuous improvement.
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