A leading multi-family office is seeking a Tax Senior Manager to join its growing practice serving families and entrepreneurs with complex wealth structures.
The ideal candidate is a seasoned tax professional with deep experience in a family office environment working on high-net-worth and partnership taxation, strong leadership capabilities, and a genuine passion for helping clients navigate sophisticated financial challenges. You’ll manage client engagements end-to-end, oversee compliance and planning, mentor team members, and collaborate cross-functionally with firm leadership on integrated wealth strategies.
Key Responsibilities
- Lead and manage multiple tax engagements for high-net-worth clients, partnerships, trusts, and private entities.
- Provide strategic tax planning, structuring, and compliance solutions across diverse client portfolios.
- Direct workflow, coach staff, and ensure timely, high-quality deliverables.
- Manage client audits, quarterly billing, and annual retainers.
- Partner with leadership to integrate tax strategy with broader financial, estate, and philanthropic planning initiatives.
- Contribute to process improvement, recruiting, and firm growth initiatives.
Qualifications
- Bachelor’s in Accounting; Master’s in Taxation preferred.
- CPA or Enrolled Agent required.
- 7+ years of experience in tax compliance and consulting for ultra-high-net-worth individuals and families.
- Expertise in partnerships, trusts, equity compensation, multi-state filings, and complex capital transactions.
Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.