Tax & Accounting Manager

The Third GroupMiami, FL

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Job Description

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.

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FAQs About Tax & Accounting Manager Jobs at The Third Group

What is the work location for this position at The Third Group?

This job at The Third Group is located in Miami, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at The Third Group?

Employer has not shared pay details for this role.

What employment applies to this position at The Third Group?

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