Tax Director, Family Office

Job Essentials, Responsibilities, Duties

• Review, oversight and preparation of complex income tax returns including, but not limited to, Corporations, Partnerships, and Individual returns.
• Performance of the quality control review for all financial statements.
• Facilitation of planning and compliance of international tax matters including waivers and tax returns.
• Review and oversight over the required estimated tax payments.
• Creation, maintenance, and adherence to financial and tax reporting policies and procedures.
• Final review and oversight of year-end shareholder bonus process.
• Review and oversight of tax preparation work papers and investment reconciliations.
• Review and oversight over the calculation and distribution of W-2's and 1099's.
• Preparation and final review of tax correspondence and facilitation and oversight of tax audits.
• Facilitation of entity creation and dissolution procedures including attainment of Articles of Incorporation, organizational documents, FEIN applications and 2553's.
• Training and development of Accounting Managers and Staff Accountants on best business practice related to tax.
• Responsible for filing all annual reports, franchise tax returns, and other state returns.
• Prepare and review invoices for tax services performed.
• Review and oversight over quarterly and annual payroll tax returns.
• Overall supervision of all tax staff in the support and operations of their assigned business work team.

Qualifications

• Ability to reliably commute to the Tri Star office.
• BS in Business, specifically in Accounting, Finance, or Economics.
• MAcc or Masters in Taxation, preferred.
• 10-15+ years of experience working in a family office or business management firm, or experience providing financial/tax services for HNWI.
• 10+ years of management experience overseeing teams in the preparation and review of complex tax returns, including Forms 1120, 1120S, 1040, 1041, and others, required.
• Active CPA License in CA, required.

WHAT WE OFFER

• A collaborative, team oriented working environment.
• Exposure to unique projects in a variety of industries.
• Opportunities to contribute ideas and propose solutions alongside industry leading experts.
• Competitive salary and benefits.
• Encouraged work/life balance, including generous time off policies.
• This job description is not intended to be a comprehensive list of all requirements of this position.
• The salary offered to an applicant will be based on individual qualifications, skills, experience and education.
• The pay range is subject to change at any time based on various internal and external factors.
• This position is also eligible for performance-based bonuses and competitive benefits.