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Atlantic Group

Family Office/HNW Tax Manager

Atlantic Group, New York, New York, us, 10261

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1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$170,000.00/yr - $210,000.00/yr Additional compensation types

Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC, 3 days in office Compensation: Up 170-200k base + 20-30% Looking for: 8-15 years family office and/or HNW tax experience from Public Accounting or Private Position Overview The Tax Manager will play a key role in directing all aspects of tax compliance, reporting, and strategic planning for the Principals and their related entities. This role provides an excellent opportunity for an experienced tax professional to influence decision-making and drive efficiency within the Internal Accounting function. Key Responsibilities Lead the preparation and oversight of quarterly estimated tax calculations and payments. Review and summarize complex tax filings, including individual, trust, partnership, and corporate returns, and present key findings to Principals and family members. Coordinate with external tax advisors to manage document requests, workflow timelines, notices, filings, and audit processes. Build strong working relationships with outside tax service providers as well as internal teams including Legal, Executive Administration, and Strategic Finance. Oversee the collection, tracking, and reconciliation of tax documents (e.g., K-1s, 1099s, 1098s, PFIC statements) to ensure completeness and accuracy. Handle responses to inquiries and correspondence from federal, state, and local taxing authorities. Manage real estate tax payments, charitable giving records, and other supporting schedules for preparers. Oversee the processing of political and charitable contributions, ensuring compliance approvals, pledge tracking, and internal reporting requirements are met. Maintain and update investment tax basis schedules, trust DNI calculations, New York allocation workpapers, and tax-basis financial statements. Monitor property cost basis and ensure adherence to Qualified Opportunity Fund (QOF) regulations. Approve and coordinate various other tax filings and payments, such as payroll-related submissions. Supervise internal Form 1099 preparation to ensure timely and accurate reporting. Develop and implement tax strategies to optimize investment placement, manage carryforwards, and enhance after-tax returns. Provide guidance, mentorship, and professional development for the Senior Tax Accountant. #45923 Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Accounting/Auditing and Finance Industries Venture Capital and Private Equity Principals, Investment Management, and Financial Services Referrals increase your chances of interviewing at Atlantic Group by 2x Inferred from the description for this job

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