Tax Manager

Job Description

Job Description

We are the premier business management firm in the country, working alongside the world’s top artists in music, film, and television, as well as athletes, executives, and entrepreneurs. We offer a sophisticated range of concierge-style services to meet our clients' lifestyle and financial management needs.

Job Summary

Our Westwood office is seeking a dynamic Tax Manager to lead our tax professionals and oversee the completion of all client tax returns. This role serves as a key liaison between staff and Partners, maintains strong client rapport, and drives strategic tax planning initiatives to ensure full compliance.

Key Responsibilities

• Review & Compliance: Review partnership, individual, trust, and multi-state tax returns and projections.
• Agency Correspondence: Handle federal and state government notifications and assist with audit document gathering.
• Leadership & Mentorship: Provide guidance, research tax issues, and mentor staff toward professional and internal goals.
• Client Relations: Attend client meetings with Partners to build and manage ongoing relationships.

Qualifications & Skills

• Education/Certification: Bachelor’s degree in Accounting or a related field (3.0+ GPA preferred); CPA or EA license required .
• Experience: 7+ years of related tax experience at a public accounting firm or family office, with 5+ years in a leadership role.
• Technical Expertise: In-depth knowledge of tax regulations (Individuals, Corporations, Partnerships, Estates, Trusts) and GAAP. Proficiency with CCH Axcess and MS Office preferred.
• Soft Skills: Strong critical thinking, exceptional communication, attention to detail, and a collaborative, professional demeanor.

Physical Requirements

• Regularly required to sit, talk, hear, and see; occasional standing, walking, crouching, and lifting up to 15 lbs.
• Extended hours may be required during peak tax seasons.

Compensation & Benefits

Salary Range: $130,000 – $160,000 (Commensurate with experience, qualifications, and location)

We offer a comprehensive rewards package designed to support your well-being and financial security:

• Time Off: 20 PTO days annually, 10 paid holidays + 1 floating holiday, and summer hours.
• Financial: 401(k) plan with quarterly employer match contributions.
• Health & Wellness: Comprehensive medical, dental, and vision insurance; Flexible Spending Accounts (FSA); wellness activities.
• Insurance: Company-paid Life/AD&D and Long-Term Disability; voluntary critical illness, accident, and pet insurance options.
• Flexibility: Hybrid work schedules available.