Overview
Senior Tax Manager – Family Office Services Jobs in Miami, USA at Landing Point
Company Overview:
A leading multi-family office and wealth management firm is seeking a Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth individuals while providing leadership to junior team members.
Job Responsibilities:
- Manage and review complex individual, fiduciary, not-for-profit, and entity tax filings for accuracy, completeness, and adherence to professional standards.
- Oversee preparation of detailed work papers, data processing, and conversion of information into reviewable work products.
- Conduct and supervise research on complex tax issues, translating findings into actionable tax planning strategies for clients.
- Lead, mentor, and review the work of junior staff, providing guidance and technical support to promote professional development and service excellence.
- Collaborate with internal teams to deliver integrated family office services and coordinated wealth management support.
- Identify tax planning opportunities and assist in developing long‑term strategies aligned with client goals.
- Maintain up‑to‑date knowledge of federal, state, and local tax regulations and recommend adjustments in client planning or compliance strategy where appropriate.
- Contribute to process improvement initiatives to enhance team efficiency and accuracy in tax compliance and client reporting.
- Foster a collaborative, professional, and team‑oriented work environment that values accuracy, accountability, and continuous learning.
Qualifications:
- Extensive experience in tax compliance and planning for high-net-worth individuals, families, trusts, and entities.
- Proven leadership and mentorship skills.
- Strong knowledge of federal, state, and local tax regulations.
- Proficiency in managing and reviewing complex tax filings.
Compensation:
Salary: $175,000 – $225,000 + Bonus
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Title: Senior Tax Manager – Family Office Services
Company: Landing Point
Location: Miami, USA
Category:
