Family Office Tax Manager

Company: High Country: Private Equity Search
Location: Denver
Posted on: January 16, 2022

Job Description:

POSITION SUMMARY - Tax Manager (could be supervisor level through senior manager) Within a diverse and complex family office environment, the Tax Manager is responsible for managing compliance for 200+ entities in a variety of industries including, but not limited to, real estate, oil & gas, retail, and investment partnerships. The Tax Manager will also assist Chief Financial Officer and Controller with high-level finance and accounting projects. PRINCIPAL RESPONSIBILITIES - Tax Manager

• Responsible for tax compliance for approximately 200 entities
• Review of federal and state income taxes for individuals, partnerships, S Corps, C Corps, trusts, and exempt organizations
• Analyze and review annual general ledger information, other relevant data, complex transactions, accounting and technical tax rules.
• Respond to all federal and state government correspondence
• Manage all tax examinations and audits
• Responsible for income tax planning and estimated tax payments
• Implement estate planning strategies per attorneys
• Supervise tax staff
• Manage projects outsourced to tax consultants
• Develop and maintain tax processes and procedures
• High-level accounting, finance and tax projects
• Assist controller with the review of monthly financials, as needed
• Manage audits
• Review of grant applications
• Review of cash flow projections, budgets, and investment performance projections
• Review of performance reporting of brokerage and alternative investments
• Other special projects QUALIFICATIONS - Tax Manager
  • Bachelor's degree in accounting or finance
  • 5+ years of tax experience
  • CPA certification preferred
  • Extensive knowledge and expertise in a broad range of tax matters in various industries, including partnerships accounting, brokerage accounts, and alternative investments.
  • A good understanding of accounting, finance, legal, insurance and general business matters.
  • Willing to work in an open, team environment
  • Strong communication, presentation and project management skills
  • Previous ProSystem experience preferred

Keywords: High Country: Private Equity Search, Denver , Family Office Tax Manager, Administration, Clerical , Denver, Colorado