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Senior Tax Manager - UHNW & Private Client | Stamford, CT / New York, NY

Job

JCW Group

Stamford, CT (In Person)

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 7/18/2026

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Job Description

Job Description JCW Group is searching on behalf of a leading global alternative investment firm to identify a senior tax professional for an available role within their private client function. This is a rare opportunity to work on the personal tax affairs of the firm's founders and principals - family office-type work at the highest level of complexity, embedded within one of the most sophisticated investment platforms in the world. The Role You will sit within an established, high-performing tax team and take ownership of compliance and planning for ultra-high-net-worth individuals, their trusts, foundations, and related entities.
Responsibilities include:
Preparing and reviewing tax workpapers, estimates, and filings for UHNW individuals and related structures Coordinating with third-party tax providers on return preparation and documentation Responding to federal and state tax notices and audit inquiries Supporting tax planning and structuring initiatives led by senior leadership Partnering with internal teams on tax reporting and transactional matters Contributing to process improvement and automation within the tax function What We're Looking For 5+ years of U.S. tax experience focused on high-net-worth individuals CPA or clear roadmap to obtain the designation Experience with trusts, foundations, and related entity structures (1040, 1041, 990PF) Strong communication skills - comfortable working with senior internal stakeholders and external advisors Stamford, CT / New York, NY commutable Interested? Apply via the link below.