Tax Director, Family Office

Job Description

Job Description

Tri Star Sports and Entertainment Group is a renowned business management and family office firm serving high net-worth and ultra high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy with a client-first mindset. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals.

Position Summary

This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.

Job Essentials, Responsibilities, Duties

• Review, oversight and preparation of complex income tax returns including, but not limited to, Corporations, Partnerships, and Individual returns.
• Performance of the quality control review for all financial statements.
• Facilitation of planning and compliance of international tax matters including waivers and tax returns.
• Review and oversight over the required estimated tax payments.
• Creation, maintenance, and adherence to financial and tax reporting policies and procedures.
• Final review and oversight of year-end shareholder bonus process.
• Review and oversight of tax preparation work papers and investment reconciliations.
• Review and oversight over the calculation and distribution of W-2's and 1099's.
• Preparation and final review of tax correspondence and facilitation and oversight of tax audits.
• Facilitation of entity creation and dissolution procedures including attainment of Articles of Incorporation, organizationaldocuments, FEIN applications and 2553's.
• Training and development of Accounting Managers and Staff Accountants on best business practice related to tax.
• Responsible for filing all annual reports, franchise tax returns, and other state returns.
• Prepare and review invoices for tax services performed.
• Review and oversight over quarterly and annual payroll tax returns.
• Overall supervision of all tax staff in the support and operations of their assigned business work team.

Specific Job Knowledge, Skills, and Abilities

• Experience within a Family Office, Business Management Firm, Public Accounting Firm, and/or the Entertainment industry where there would be a good transferability of skills.
• Wide range of experience with various types of tax returns, in addition to review of financial statements.
• Proficient use of QuickBooks, Excel, and other tax software and technology.

Qualifications

• Ability to reliably commute to the Tri Star office.
• BS in Business, specifically in Accounting, Finance, or Economics.
• MAcc or Masters in Taxation, preferred.
• 10-15+ years of experience working in a family office or business management firm, or experience providing financial/tax services for HNWI.
• 10+ years of management experience overseeing teams in the preparation and review of complex tax returns, including Forms 1120, 1120S, 1040, 1041, and others, required.
• Active CPA License in CA, required.

WHAT WE OFFER:

• A collaborative, team oriented working environment
• Exposure to unique projects in a variety of industries
• Opportunities to contribute ideas and propose solutions alongside industry leading experts
• Competitive salary and benefits
• Encouraged work/life balance, including generous time off policies

At Tri Star, you will have the opportunity to work in fast-paced, ever evolving environment with dedicated professionals. As an integral part of our team, you help drive the company’s success and help bring our client’s vision to life, while having support to develop your skillset and grow professionally. If you thrive in high-pressure situations and are passionate about providing white glove service to clients, we would love to hear from you.

Tri Star Core Values

PERFORMANCE: We provide clients with excellent reporting and service

HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients

TEAMWORK: We actively participate in group discussions, tasks, and projects

COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm

This job description is not intended to be a comprehensive list of all requirements of this position.

The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.