Tax Manager - Family Office

Tax ManagerLocation: Mountain View, CA or Austin, TX (Hybrid / Partial Remote Work Availability)Position Type: Full-Time, PermanentCompensation: $125,000 - $185,000 Base + Individual & Team BonusesThe RoleWe are seeking a Tax Manager to join our premier professional services firm. In this role, you will lead the implementation of complex tax projects and prioritize multiple work streams for ultra-affluent individuals and families, specifically highly entrepreneurial and tech-savvy wealth owners. Collaborating closely with other tax team members and partners, you will play a critical role in integrating our core tax solutions with our comprehensive family office services, including estate planning, philanthropy, risk management, and EMFR.Key ResponsibilitiesEngagement & Workflow Leadership: Assist in managing client engagement teams, directing daily workflows, and providing high-level compliance and consulting services.Advanced Tax Planning: Partner with the tax team and partner group to deliver sophisticated tax planning, custom entity structuring, and multifaceted wealth solutions.Practice Management: Assist in developing engagement budgets, determining resource requirements, and managing quarterly billing and annual retainers.Team Development: Train, motivate, and develop staff, senior, and supervisor-level professionals to foster an engaged, successful team.Operational Excellence: Oversee project delivery timelines to ensure precise execution of tax services that align with client goals.RequirementsExperience: 5+ years of full-time tax compliance experience focused on ultra-affluent individuals/families, partnerships, trusts, and not-for-profit entities.Credentials: Active CPA license or Enrolled Agent (EA) designation required.Education: Bachelor's degree in Accounting; Master's in Taxation is preferred.Technical Expertise: Experience with multi-state filing, foreign income reporting, gift/estate tax, and complex capital transactions-including equity compensation (stock options, restricted stock, and 10b5-1 plans).Software Proficiency: Deep familiarity with advanced tax technologies such as CCH Axcess Tax, BNA Income Tax Planner, Checkpoint RIA, and advanced MS Excel capabilities.Attributes: Strong organizational skills, keen attention to detail, excellent analytical problem-solving abilities, and strong communication skills.Why Join Us?We are an employer of choice dedicated to supporting a sophisticated, forward-thinking workspace that matches high-level technical challenges with excellent professional advancement.Financial Incentives: Competitive market salaries supplemented by individual and team performance bonuses.Retirement & Security: Comprehensive 401(k) plan featuring company-matching contributions.Health & Wellness: Access to a full, premium range of medical, dental, vision, and additional tailored wellness plans.Modern Flexibility: A collaborative hybrid work environment supporting an efficient balance between our Mountain View or Austin hubs and remote work.Apply Today: Please submit your resume to take the next step toward a premier management track within our family office team.