Tax Manager

About the role

We are a full-service family office practice providing comprehensive tax planning for Ultra High Net Worth Individuals, their families, and their multi-million & billion-dollar businesses. Founded over 30 years ago and based in Idaho with 80+ employees and growing, we have several multi-billion dollar families we work with, some of which are well known. We are a very close-knit group and offer a very collaborative environment. We also have a more relaxed busy season compared to a traditional CPA firm.

Responsibilities

• Manage tax compliance and reporting for clients
• Develop and implement tax strategies for high net worth individuals and families
• Collaborate with other departments to ensure seamless service delivery
• Provide tax advice and guidance to clients
• Prepare and review tax returns and financial statements
• Stay current with tax laws and regulations

Requirements

• Active CPA license
• 4-8+ Years of Public Accounting/Wealth Management or Family Office Experience
• 2+ Years of Tax Management Experience
• Show solid tenure in past roles

Benefits

• Full Benefits (including Health, Dental, Vision, 401k Match)
• Discretionary Bonuses
• Generous PTO
• Paid Holidays

Pay

$125k - $150k+ DOE

Schedule

Remote / Hybrid (occasional client meetings)