Job Title:
Tax Manager / Senior Manager - BTS, Family Office
Job Responsibilities:
- Serve as the trusted advisor to family offices on strategic, operational, and financial matters.
- Direct tax compliance and consulting services for multi-generational family and private-equity-backed businesses through to owner-managed and fast-growing start-ups.
- Provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families.
- Establish meaningful rapport with sophisticated clients to gain their confidence and gain an intimate knowledge of their lives/objectives to anticipate their needs and respond quickly to demanding clients' various requests.
- Build, manage, direct, and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction.
- Lead, participate in, and contribute to market and business development activities external to the company, including identifying and pursuing new potential client service opportunities by collaborating with the company's Audit and Advisory practices.
- Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members.
Additional responsibilities for Senior Manager:
- Play a key role in growing the company's Closely Held Business/Family Office tax practice, both locally and on a national level.
Education and Experience Information:
- Minimum five years of recent focused high net-worth individual, flow-through entity, and family office tax experience in an accounting firm, organization, and/or law firm.
- Bachelor's degree from an accredited college/university.
- Licensed CPA, EA, or JD/LLM, in addition to others on the company's approved credential listing.
- Any individual who does not possess at least one of the approved designations/credentials when their employment commences has one year from their date of hire to obtain at least one of the approved designations/credentials.
- Experience leading multiple engagements and client service teams and developing and mentoring staff within a collaborative team environment.
- Excellent written and verbal communication skills with the ability to evaluate and articulate complex information.
Additional qualifications for Senior Manager:
- Minimum eight years of recent focused high net-worth individual, flow-through entity, and family office tax experience in an accounting firm, organization, and/or law firm.
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets.
Salary Information:
The company complies with all local/state regulations regarding displaying salary ranges. Any offered salary is determined based on relevant factors such as the applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. The firm offers a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. The Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, the company provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about benefits can be found towards the bottom of the company's US Careers site at “Benefits & How We Work”.
For specific salary ranges by city outside of CA, potential hires can refer to the company's pay transparency page.
