The Quest Organization
Tax Manager/Director - Family Office
The Quest Organization, Chicago, Illinois, United States, 60290
Overview
Single-family office is seeking a Tax Manager/Director to oversee tax planning, compliance, and reporting for a diverse portfolio that includes residential real estate partnerships, trusts, charitable entities, and private investments. This role requires deep technical expertise, hands-on execution, and the ability to collaborate with both internal teams and external advisors to drive tax-efficient strategies that align with long-term family objectives. Base pay
$125,000.00/yr - $225,000.00/yr Responsibilities
Partner with legal and financial advisors on estate planning, trust structuring, and wealth transfer strategies at the intersection of tax, family governance, and long-term planning. Work closely with the investments team to assess tax implications of new and existing investments, including structuring considerations and profit interest determinations. Oversee tax compliance and reporting for the family’s real estate partnerships and other private entities. Serve as a key liaison with attorneys, auditors, and tax authorities to ensure compliance, mitigate risks, and implement best practices. Lead responses to federal and state audits, correspondence with tax authorities, and proactive risk management. Support charitable planning, including compliance and filings for private foundations and other philanthropic vehicles. Monitor changes in tax law and advise on their impact to the family’s portfolio, structures, and planning. Qualifications
5–10 years of partnership tax experience, with public accounting or mix of public accounting and private wealth/family office exposure. Familiarity with estate and trust planning, including gift tax implications. Real estate experience a plus; charitable planning and private foundations experience a plus. Knowledge of profit interests and related tax implications a plus. Strong communication skills, both verbal and written. Strong analytical and organizational skills. Details
Seniority level: Director Employment type: Full-time Job function: Accounting/Auditing Industries: Financial Services, Individual and Family Services, and Investment Management
#J-18808-Ljbffr
Single-family office is seeking a Tax Manager/Director to oversee tax planning, compliance, and reporting for a diverse portfolio that includes residential real estate partnerships, trusts, charitable entities, and private investments. This role requires deep technical expertise, hands-on execution, and the ability to collaborate with both internal teams and external advisors to drive tax-efficient strategies that align with long-term family objectives. Base pay
$125,000.00/yr - $225,000.00/yr Responsibilities
Partner with legal and financial advisors on estate planning, trust structuring, and wealth transfer strategies at the intersection of tax, family governance, and long-term planning. Work closely with the investments team to assess tax implications of new and existing investments, including structuring considerations and profit interest determinations. Oversee tax compliance and reporting for the family’s real estate partnerships and other private entities. Serve as a key liaison with attorneys, auditors, and tax authorities to ensure compliance, mitigate risks, and implement best practices. Lead responses to federal and state audits, correspondence with tax authorities, and proactive risk management. Support charitable planning, including compliance and filings for private foundations and other philanthropic vehicles. Monitor changes in tax law and advise on their impact to the family’s portfolio, structures, and planning. Qualifications
5–10 years of partnership tax experience, with public accounting or mix of public accounting and private wealth/family office exposure. Familiarity with estate and trust planning, including gift tax implications. Real estate experience a plus; charitable planning and private foundations experience a plus. Knowledge of profit interests and related tax implications a plus. Strong communication skills, both verbal and written. Strong analytical and organizational skills. Details
Seniority level: Director Employment type: Full-time Job function: Accounting/Auditing Industries: Financial Services, Individual and Family Services, and Investment Management
#J-18808-Ljbffr