Tax Manager – High Net Worth & Family Office

About the role

This newly created, in‑house position sits within Verition’s Tax Department and supports the personal tax affairs of the firm’s principals, their trusts, estates, and personal investment entities. Reporting directly to the Global Head of Tax, the Tax Manager acts as the day‑to‑day steward of the principals’ individual tax calendar and coordinates with external advisors.

Key responsibilities

• Coordinate and manage tax compliance for high‑net‑worth individuals, trusts, estates, partnerships, and related entities.
• Oversee implementation and administration of estate, gift, and trust planning strategies.
• Maintain books, prepare periodic financial statements, and serve as primary liaison with external tax advisors and estate‑planning counsel.
• Review federal, state, and local tax returns prepared by outside firms for accuracy.
• Monitor tax law developments and evaluate planning opportunities.
• Coordinate annual tax projections, estimated payments, and cash planning.
• Support gift‑tax reporting, trust distributions, basis planning, residency planning, charitable giving, and wealth‑transfer initiatives.
• Assist with entity structuring, investment‑related tax considerations, and special family‑office projects.
• Develop and improve internal processes, controls, and document‑management systems.

Required profile

• Bachelor’s degree in Accounting or Taxation; Master’s in Taxation preferred.
• CPA license strongly preferred.
• 6–10 years of experience in Private Client Services, High‑Net‑Worth Tax, Family Office, or comparable practice.
• Mix of in‑house and public‑accounting experience preferred.
• Direct familiarity with hedge‑fund/asset‑management flow‑through structures.

Required skills

• Advanced Excel
• AI‑driven tax workflow tools