Tax Manager

Responsibilities

• Aid in managing client engagement teams, directing workflow, and offering in-depth compliance and consulting services to clients.
• Closely collaborate with the tax team and partner group to provide tax planning, entity structuring, and multifaceted solutions to help clients achieve their goals.
• Assist in developing budgets, determining resource requirements, and overseeing engagements.
• Train, motivate, and develop staff, senior, and supervisor-level professionals.
• Aid in preparing quarterly billing and annual retainers for clients.
• Assist in developing budgets, determining resource requirements, and overseeing engagements.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5+ years of full-time tax compliance experience in ultra-affluent individuals and families, partnerships, trusts, and not-for-profit entities.
• Active CPA or Enrolled Agent certification.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office - advanced Excel capabilities).
• Excellent analytical and problem-solving abilities.
• Experience in leading and mentoring successful and engaged teams.
• Multi-state, foreign income reporting, or gift & estate tax experience.
• Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transaction experience.
• Strong organization skills and attention to details.
• Good communication skills.
• A desire to contribute, learn, and grow at Catalyst Family Office.

Pay

The compensation range for this role is $125,000K/yr. – $185,000K/yr. Final compensation will be tailored to the candidate's unique combination of skills, professional experience, and qualifications, as well as geographic location.