Tax & Accounting Manager

Location: Coral Gables, FL (Hybrid)

We are partnering with a growing private family office seeking a Tax & Accounting Manager to support the financial and tax operations of a multi-entity, high-net-worth environment. This is a hands-on role offering the opportunity to work closely with principals while helping build and refine internal accounting and reporting processes.

Key Responsibilities

• Oversee and enhance accounting, financial reporting, and operational processes across multiple entities

• Establish and maintain policies, procedures, and internal controls for family office operations

• Prepare and review partnership, LLC, and individual tax returns

• Coordinate with external tax advisors to ensure compliance and optimize tax strategies

• Respond to federal and state tax notices and manage related correspondence

• Develop and maintain cash flow forecasting to support both personal and investment-related planning, including capital calls and distributions

• Perform day-to-day accounting functions including journal entries, reconciliations, accounts payable, and entity maintenance

• Interpret and apply legal and financial documents such as partnership agreements, loan documents, and trust-related materials

• Serve as a key financial and tax resource to the principals, providing insights and recommendations

• Oversee insurance coverage for personal and business-related assets and ensure proper documentation and compliance

   

Qualifications

• Bachelor’s degree in Accounting or related field

• Approximately 5–7 years of accounting and tax experience

• CPA and/or public accounting background required

• Prior experience supporting high-net-worth individuals, family offices, or closely held entities preferred

• Exposure to investments, multi-entity structures, or real estate is a plus

• Strong analytical and organizational skills with attention to detail

• Excellent communication and interpersonal abilities

• Self-starter with a high level of integrity, professionalism, and discretion

This is an excellent opportunity for a tax and accounting professional seeking a hands-on role within a growing family office environment.