Tax Manager – Family Office

Stamford, Connecticut • $150,000 - $175,000

About the Company:

Our client, a fast-growing Family-Office focused firm in Fairfield County Connecticut, is seeking to hire a Tax Manager to handle partnership tax for a variety of complex investments. This hire will be a pivotal member of the overall Tax and Accounting team, will help to supervise the team and manage deadlines, and serve as a key liaison with firm management and clients.


  • Oversee the work of 4 Team members and report to the Senior Vice President. Liaise with firm management and investors.
  • Prepare tax returns (1065s) and handle related topics such as 754 elections, incentive allocations, and aggregate allocation methodologies.
    • Prepare Trust returns.
    • Manage extensions and firm deadlines.
  • Actively perform research on important tax pronouncements and implement new findings.
  • Serve as the resident tax regulation authority and research challenging tax transactions.


  • Bachelor’s Degree in Accounting or Finance
  • 5-10 years of partnership tax experience
  • 2 years of direct managerial and supervisory experience
  • CPA and/or MS in Taxation preferred
  • Experience with GoSystems a big plus

Compensation & Benefits:

  • $150,000 – $175,000 base salary + Bonus
  • Best-in-class Quality of Life (excellent for families)
  • 401k with generous Match



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