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Tax Manager - Hybrid

$125k - $185k

CyberCoders

Tax Manager Location: Mountain View, CA or Austin, TX (Hybrid / Partial Remote Work Availability) Position Type: Full-Time, Permanent Compensation: $125,000 - $185,000 Base + Individual & Team Bonuses The Role We 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 Responsibilities Engagement & 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. Requirements Experience: 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. #J-18808-Ljbffr CyberCoders

Vacancy posted 1 day ago
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