The tax manager plans and coordinates taxes across the family's trusts, partnerships, foundations and individual returns, working closely with outside advisers.
Family Office Tax Manager salary
We estimate $150K–$210K base salary for a tax manager at a US single family office managing $250M–$1B, with a typical bonus of 10–20%. Smaller offices pay about 15% less and $1B+ offices about 20% more.
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Estimated base salary at US single family offices. A starting point, not an offer. How we estimate.
Tax manager salary by city
| City | Base salary (estimate) |
|---|---|
| New York City | $170K–$240K |
| Chicago | $155K–$215K |
| Dallas | $150K–$210K |
| Houston | $145K–$205K |
| Los Angeles | $165K–$230K |
| Miami | $155K–$215K |
| Palm Beach | $155K–$215K |
| Boston | $160K–$225K |
| San Francisco Bay Area | $170K–$240K |
| Seattle | $160K–$225K |
| Atlanta | $145K–$205K |
| Austin | $150K–$210K |
Family Office Tax Manager job description
- Coordinate individual, trust, partnership and gift tax returns
- Plan estimated payments and year-end tax moves
- Work with estate attorneys on trust and gifting strategy
- Track state residency and multi-state filing
- Manage the outside tax firm's deliverables
Skills and background
- Individual, trust and partnership tax
- Estate and gift tax
- State residency rules
- Private fund K-1s
- CPA or JD/LLM
Typical background: 7+ years in a Big 4 or regional firm's private client or trusts and estates tax group.
Tax manager interview questions
- How would you plan for a family member changing state residency?
- Explain how you'd manage 60 K-1s arriving across March.
- What gifting strategies have you helped implement?
- How do you work with outside counsel on trust planning?
More in our guide to family office interview questions.
How we recruit a tax manager
We run contingent searches for this role: a brief with you (and the principal where it matters), a shortlist of three to five vetted candidates, confidential interviews, and support through the offer and the first 90 days. Start a search.
Questions
What does a family office tax manager earn?
We estimate $150K–$210K base salary at a US single family office managing $250M–$1B, plus a typical bonus of 10–20% of base. Pay varies by city and office size.
What does a family office tax manager do?
The tax manager plans and coordinates taxes across the family's trusts, partnerships, foundations and individual returns, working closely with outside advisers.
What background does a tax manager need?
7+ years in a Big 4 or regional firm's private client or trusts and estates tax group.
How do you recruit a tax manager?
We usually run a contingent search: a brief with the family, a vetted shortlist, confidential interviews and help closing the offer.