Senior Tax Manager - Private Wealth Firm

Looking for a way out of public accounting without losing the variety and complexity ? Our family office client is hiring a Senior Tax Manager to lead tax planning and compliance, support unique finance projects across a wide range of entities, and take on select accounting work to keep your GAAP skills sharp. It’s a chance to broaden your role beyond tax, work directly with senior management, and keep the upside of public accounting without the burnout (billable hours + limited work‑life balance).

✨ Why This Role Stands Out

• Mix of tax + accounting + finance projects (not just compliance)
• Work with 100+ entities across real estate, oil & gas, retail, alternatives, and more
• Growth‑minded culture with real opportunities for advancement
• Direct access to senior management for strategy and project work
• Small, collaborative, team‑based environment
• Hybrid schedule in beautiful DTC offices

What You’ll Do

• Lead tax compliance for 100+ entities (partnerships, corps, trusts, etc.)
• Oversee tax planning, audits, and special projects
• Manage and mentor 2 staff
• Evaluate investment activity (brokerage, oil & gas, alternatives)
• Support ad‑hoc reporting and non‑routine finance projects
• Review financial statements for accuracy and opportunities

What You’ll Need

• Bachelor’s in Accounting/Finance ( CPA preferred )
• 8+ years of income tax experience (public or equivalent)
• Family office or PCS experience a plus
• Broad technical tax knowledge + strong accounting fundamentals
• Strong communicator who enjoys variety
• Positive, professional attitude and willingness to take ownership

Full Suite Benefits

• Competitive base salary + annual bonus
• Medical, dental, and vision coverage
• Company‑paid life & disability insurance
• 401(k) with employer match
• Generous PTO + paid holidays
• And more