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Job description
We are seeking a Tax Manager to oversee tax compliance and planning in a family office environment. This role will manage tax staff, review complex filings, and work closely with shareholders and leadership on tax matters while maintaining strict confidentiality.
Key Responsibilities
Supervise and review work of tax staff
Review federal and multi-state tax returns for individuals, partnerships, corporations, trusts, and related entities
Manage tax planning, compliance timelines, and quarterly estimates
Prepare and review tax workpapers and projections
Coordinate with external tax advisors and respond to tax notices
Support estate planning and special projects as needed
Qualifications
Bachelor’s degree in Accounting required; CPA or MS in Tax preferred
7+ years of tax experience, ideally in a family office or similar environment
Strong technical knowledge of partnership, individual, and trust taxation
Experience with quarterly/annual projections, payroll tax, W-2 and 1099 filings
Ability to manage multiple priorities in a fast-paced setting
Technical Skills
Microsoft Excel and Outlook
ProSystem Fx Tax and BNA Income Tax Planner
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Worksite address
santa monica, CA, 90403, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.