Senior Tax Manager

About the role

Mission Staffing is seeking a Senior Tax Manager for a multi-billion-dollar family office in Stamford, CT. This newly created leadership role reports directly to the CFO of the Family Office and covers tax, estate planning, trusts, and family office operations. Rather than preparing tax returns, you will oversee the tax compliance program across entities, trusts, and individual returns, working with external CPA firms as the internal expert on the family's structures.

Responsibilities

• Oversee tax compliance across a complex network of entities, trusts, and individual returns.
• Partner with external CPA firms and serve as the internal expert on the family's structures.
• Lead projects involving estate planning, trust administration, investment structuring, family relocations, insurance, and other complex matters.
• Coordinate complex matters requiring strong judgment and project leadership.
• Improve processes and leverage technology across the organization.

Requirements

• 5+ years of HNW individual tax experience.
• Experience with trusts, estates, and gift tax is required.
• CPA or parts passed preferred, not required.

Key facts

• Stamford office with a hybrid schedule of 3–4 days per week.
• Requires 5+ years of HNW individual tax experience.
• Trusts, estates, and gift tax experience required.
• CPA or parts passed preferred, not required.