Department Accounting
Category Finance
City OKC
State OK
Travel
Involved
0-10%
Type of
Position
Full-Time

An, Family Office Tax Manager

AFC / CORP

Description:

• Responsible for recommending tax strategies that ensure the Family is prepared, protected, and positioned as favorably as possible. 

• Ensure all Family Income Tax Returns & Estimates are prepared, reviewed, and in compliance with federal and state tax laws. 

• Provide estate planning consultation for the Family to ensure inheritances are protected, estate taxes are minimized, and the probate process is avoided in the future.  

Requirements:

• 7-10 yrs tax experience with individual, family, partnerships, and trusts. 

• Advanced proficiency with Excel, Word, and MS Office products

• Strong Communication skills, both written and verbal, is required.  Must be able to present tax research, concepts, and recommendations in a clear and concise manner. 

• Strong Consultative & interpersonal; skills with the ability to work closely with a senior leadership team, family members, and family office accounting team.

• Knowledge of Internal Revenue Code and its related regulations

• Extensive comprehension & experience with conducting tax research, tax planning, and write up work.

CPA Required

• Self-motivated and self-directed

• Knowledge of on-line tax research tools, tax preparation software and other such automated products.  Peoplesoft experience preferred.