Tax Manager - Family Office

About the role

The RoleWe are seeking a Tax Manager to join our premier professional services firm. In this role, you will lead the implementation of complex tax projects and prioritize multiple work streams for ultra-affluent individuals and families, specifically highly entrepreneurial and tech-savvy wealth owners. Collaborating closely with other tax team members and partners, you will play a critical role in integrating our core tax solutions with our comprehensive family office services, including estate planning, philanthropy, risk management, and EMFR.

Key Responsibilities

• Engagement & Workflow Leadership: Assist in managing client engagement teams, directing daily workflows, and providing high-level compliance and consulting services.
• Advanced Tax Planning: Partner with the tax team and partner group to deliver sophisticated tax planning, custom entity structuring, and multifaceted wealth solutions.
• Practice Management: Assist in developing engagement budgets, determining resource requirements, and managing quarterly billing and annual retainers.
• Team Development: Train, motivate, and develop staff, senior, and supervisor-level professionals to foster an engaged, successful team.
• Operational Excellence: Oversee project delivery timelines to ensure precise execution of tax services that align with client goals.

Requirements

• Experience: 5+ years of full-time tax compliance experience focused on ultra-affluent individuals/families, partnerships, trusts, and not-for-profit entities.
• Credentials: Active CPA license or Enrolled Agent (EA) designation required.
• Education: Bachelor's degree in Accounting; Master's in Taxation is preferred.
• Technical Expertise: Experience with multi-state filing, foreign income reporting, gift/estate tax, and complex capital transactions-including equity compensation (stock options, restricted stock, and 10b5-1 plans).
• Software Proficiency: Deep familiarity with advanced tax technologies such as CCH Axcess Tax, BNA Income Tax Planner, Checkpoint RIA, and advanced MS Excel capabilities.

Attributes

• Strong organizational skills, keen attention to detail, excellent analytical problem-solving abilities, and strong communication skills.

Why Join Us?

We are an employer of choice dedicated to supporting a sophisticated, forward-thinking workspace that matches high-level technical challenges with excellent professional advancement.

Financial Incentives

• Competitive market salaries supplemented by individual and team performance bonuses.

Retirement & Security

• Comprehensive 401(k) plan featuring company-matching contributions.

Health & Wellness

• Access to a full, premium range of medical, dental, vision, and additional tailored wellness plans.

Modern Flexibility

• A collaborative hybrid work environment supporting an efficient balance between our Mountain View or Austin hubs and remote work.

Apply Today

Please submit your resume to take the next step toward a premier management track within our family office team. Email Your Resume In Word To Fauster.Faustin@CyberCoders.com