Family Office: Tax Manager (Pepper Pike, OH)

Tax Manager

Salary $95K-$120K


Position Summary:

The Tax Manager will report directly to the Chief Financial Officer and will be responsible for managing the tax team. The Tax Manager will be responsible for gathering clients’ tax-related information, preparing federal, state, and local income tax returns, and compiling returns to be filed. The Tax Manager will also be responsible for overseeing the day-to-day operations of the tax department, including managing staff, monitoring workload, and ensuring timely and accurate completion of tax returns.


Manage the tax team and oversee day-to-day operations of the tax department. Prepare federal, state, and local returns. Entities include partnerships, trusts, individuals, s-corporations, and private foundations. International tax experience preferred but not required. Collect required tax information. Update and reconcile tax workpapers to the tax returns. Provide clear documentation on tax workpapers. Conduct research to solve issues that arise from the changes to the tax code. Clear review points as required. Compile returns to be filed electronically or by paper with proper attachments. Resolve tax notice issues as they arise including contacting tax agencies, preparation of correspondence, and supplying necessary documentation. Review monthly, quarterly, and year-end payroll tax returns for certain clients including household employees in multiple states. Review annual 1099’s as required for certain partnerships and foundations. Prepare quarterly tax estimates and forecasting; set up corresponding electronic payments. Work to create efficiencies and processes that assist tax team at critical filing deadlines. Assist in specific projects as they may arise.


Analytical – collects and researches data; uses intuition and experience to design workflows and procedures. Organized with data and time management. High attention to detail. Improves processes to achieve successful outcomes. Problem-solving – identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem-solving situations. Technical skills – assess own strengths and weaknesses; strives to continuously build knowledge and skills. Judgment – displays willingness to make decisions; exhibits sound judgment; includes appropriate people in decision-making process. Professionalism – maintains a tactful manner and reacts well under pressure. Quality – demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure accuracy. Initiative – volunteers readily; takes independent actions and seeks increased responsibility; asks for and offers help when needed. Technologically astute – able to quickly learn new technologies and efficiently utilize software.

Position Requirements:

Bachelor’s degree in accounting required; willingness to take pass EA or CPA in the future if not already achieved. At least 5 years of tax preparation experience working for a public accounting firm. Previous experience managing a team. Ability to read, analyze and interpret technical procedures and governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from colleagues, clients, and professional advisors. Excellent organizational and time management skills. Excellent communication skills, both written and verbal. Knowledge of Microsoft Office Suite including Outlook, Word, Excel, Teams. Preferred experience in CCH Prosystemfx Tax (Access) and CCH Workpaper Manager (Engagement).


Below is a video that explains more about family offices (not our client)


Tax Planning for Family Offices

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