Tax Senior Manager – Bay Area Family Office

Tax Senior Manager

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Senior Manager, you will apply your technical tax knowledge and skills to oversee and manage the completion of client projects and tax deliverables. Mentor and work with staff resources to ensure successful completion of deliverables. Directly reports to the Principal and/or Client Service Director.

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; Prepare and provide details for discussion and resolution
• Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
• Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues
• Develop into role of primary point of contact for existing client team assignments
• Support management of existing client revenue through review of works in progress and preparation of billings for special projects/consulting services provided to the client
• Continue to develop networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
• Proactively communicate and discuss impact of technical tax matters within the tax group, and communicate to client’s tax changes, implications and potential impact to their financial strategies and goals
• Act as a role model to staff members to build team expertise and knowledge sharing
• Apply functional, product, and industry skills to client engagements and strive to enhance knowledge through direct guidance from the Principal and Client Service Director
•  Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Requirements:

• Bachelor’s Degree in Accounting, Finance, Economics, or Business
• MBA or MST highly desired
• CPA, Law, or Securities License desired
• 6+ years of experience of individual, fiduciary and entity tax compliance and tax issues
• 6+ years of experience with financial planning and estate planning
• Proven ability to develop and mentor a team
• Experience with investment counseling and philanthropy a plus
• Strong client service orientation required

Salary: $89,000 – $121,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.