Senior Tax Manager - Family Office

Job Description

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).

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✨ Why This Role Stands Out

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

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

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

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