Tax Manager CPA

A bit about us:

Are you a tax professional looking to step beyond compliance into a high-level advisory role? A prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) is looking for a Tax Manager (or an experienced Tax Senior) to join their team. This firm specializes in tax mitigation, family office solutions, and strategic wealth building, with a strong focus on pass-through entities, partnerships, trusts, and multi-generational planning.

Why join us?

Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!

Job Details

Responsibilities:

Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities

Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities

Advise on wealth transfer, estate planning, and multi-generational tax efficiency

Research complex tax issues related to private investments, real estate holdings, and family office structures

Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets

Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions

Handle tax audits, controversy resolution, and IRS/state tax examinations

Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation

Requirements:

Bachelor's degree in Accounting, Finance, or related field

For manager level, CPA preferred. (also open to Master's in Tax OR EA)

At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services

Strong expertise in pass-through entity taxation, partnerships, and trust structures

Experience with estate planning strategies, gift tax, and wealth transfer

Ability to navigate complex tax laws and conduct in-depth research

Strong client-facing skills with a focus on high-touch advisory services

Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.