Senior Business Manager

Accountabilities

• Provide comprehensive financial and tax advisory support while managing complex client relationships.
• Combine technical accounting expertise, strategic planning, and operational oversight to ensure clients receive proactive and high-quality guidance.
• Prepare and review complex individual, partnership, corporate, and trust tax returns, including multi-state filings.
• Lead tax planning initiatives, projections, and year-end strategies for high-net-worth individuals and related entities.
• Research tax regulations, legislative changes, and transaction-related matters to provide informed recommendations.
• Review financial statements, cash flow projections, and financial reports to support business and personal financial decisions.
• Aid with asset acquisitions, leasing arrangements, financing activities, escrow coordination, and lender communications.
• Evaluate insurance coverage and support recommendations to ensure appropriate protection strategies are maintained.
• Act as a primary advisor alongside leadership, supporting client relationships and participating in strategic discussions.
• Build trusted relationships with clients while maintaining the highest standards of confidentiality and professionalism.
• Support onboarding processes for new clients and contribute to improving internal workflows and operational processes.
• Provide guidance and oversight across complex financial matters involving multiple income sources and business structures.

Requirements

• An experienced accounting professional with strong tax knowledge, advisory capabilities, and the ability to manage sophisticated client relationships with confidence and discretion.
• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree preferred.
• Active CPA certification required.
• 7+ years of experience in tax, business management, public accounting, family office, or related environments.
• Strong expertise in tax compliance and planning for individuals, partnerships, corporations, estates, and trusts.
• Experience managing complex financial situations for high-net-worth clients.
• Familiarity with entertainment, digital talent, sports, or other specialized income streams is strongly preferred.
• A strong understanding of financial statements, cash flow analysis, and strategic financial planning.
• Excellent communication and relationship management skills with the ability to advise clients effectively.
• Highly organized, detail-oriented, and capable of managing multiple priorities in a client-focused environment.
• Strong judgment, discretion, and professionalism when handling confidential financial information.

Benefits

• Remote work eligibility with flexibility for candidates based in California.
• Opportunity to work with a sophisticated portfolio of high-net-worth clients.
• Collaborative environment with experienced financial and advisory professionals.
• Ability to take ownership of strategic client engagements.
• Exposure to complex tax planning, wealth management, and business advisory matters.
• Professional growth opportunities within an established accounting and advisory environment.