tax manager

Robert Half
Published
October 6, 2020
Location
Menlo Park, CA
Category
Job Type

Description

Ref ID: 00430-0011561690

Classification: Tax Manager - Public

Compensation: DOE

PLEASE SUBMIT RESUME TO: [Click Here to Email Your Resumé]

We are seeking an experienced Tax Manager to join a growing Family Office Services organization. This is a newly created position due to growth. The Tax Manager will manage 3-4 staff and will have an opportunity for partnership track.
Responsibilities:
-Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)
-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise
-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues

Requirements:
-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred
-Experience with high net worth individual tax, partnership, trust, estate tax
-Strong supervisor experience (will manage 3 staff)
-Excellent communication and client relationship skills

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