Tax Senior

Tax Senior

The Tax Senior at Catalyst Family Office demonstrates consistent proficiency as a tax team member across a range of projects and is now taking increased ownership for the management and implementation of projects.

Full-time Mountain View, CA

Overview

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges. The Tax Senior at Catalyst Family Office demonstrates consistent proficiency as a tax team member across a range of projects and is now taking increased ownership for the management and implementation of projects.

Responsibilities

• Provide tax compliance and consulting services to individuals, trusts, partnerships and not-for-profit clients.
• Assist tax interns and tax associates.
• Identify tax planning and consulting opportunities.
• Bring unusual or significant tax questions to the attention of the manager or partner.
• Tackle increasingly complex accounting and/or tax issues.
• Remain knowledgeable with up-to-date on industry developments.

Qualifications

• Bachelor's degree in accounting, or Master's in Taxation preferred.
• 3 years or more full time work tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office(advanced excel capabilities).
• Excellent analytical and problem-solving abilities.
• Demonstrate strong organizational skills and attention to details.
• Good communication skills.
• A desire to contribute, learn, and grow at Catalyst Family Office.

What We Offer

• Primary office in Mountain View, CA. with partial remote work availability.
• Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, a full range of medical, dental, vision, and other wellness plans.
• The compensation range for this role is $100,000K/yr. – $145,000K/yr. Final compensation will be tailored to the candidate's unique combination of skills, professional experience, and qualifications, as well as geographic location.