Tax Manager
Tax Manager
Posted on :
15-01-2025
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Job Description
Tax Manager
Irvine CA $175000 $200000 Direct FullTime Onsite Family Office
ABOUT THE COMPANY
Our client is an earlystage investment firm committed to helping create incredible technology companies. We look for businesses capable of longterm growth and teams with the potential to fundamentally shift markets for the common good.
WHAT YOU WILL BE DOING
WHAT YOU NEED TO HAVE
Renowned Recruitment Group and our clients do not discriminate in employment on the basis of race color religion sex (including pregnancy and gender identity) national origin political affiliation sexual orientation marital status disability genetic information age membership in an employee organization retaliation parental status military service or other nonmerit factors.
#RRG19
Irvine CA $175000 $200000 Direct FullTime Onsite Family Office
ABOUT THE COMPANY
Our client is an earlystage investment firm committed to helping create incredible technology companies. We look for businesses capable of longterm growth and teams with the potential to fundamentally shift markets for the common good.
WHAT YOU WILL BE DOING
- Manage and liaise with clients and their advisors including banking investment insurance etc.
- Daytoday management of Family Office staff with regard to client work ensuring all work is completed timely efficiently effectively and thoroughly reviewed and processed
- Heavy review of checks bank reconciliation reports investment reporting budgets payroll tax returns bank application forms PFS and various projects as needed
- Ensure complete client satisfaction through open communication managing expectations meeting deadlines being proactive and responsive
- Train and mentor lighter level associates
- Flexibility in schedule (able to work nights and weekends when necessary).
- Some travel within the Tristate area required
- Assist with longterm financial planning for clients
- Review and maintain tax records to facilitate preparation of tax returns for various individual family partnerships LLC’s trusts and charitable entities.
- Monitor tax compliance and tax status. Respond to IRS notices
- Review payments including wires ACH payments and checks for investment calls/subscriptions redemptions real
- estate/household income/disbursements loan payments and trust distributions and annuity payments
- Assist in developing and implementing appropriate controls and procedures including systems and workflows
- Oversee and manage the calendar of current and/or recurring payments
- Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources
WHAT YOU NEED TO HAVE
- Bachelor’s degree
- Big four or public accounting experience
- Must have active CPA or equivalent certification
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
- Proficient use of applicable technology
- Minimum 7 years relative Family Office experience or accounting firm experience
- Extensive knowledge about investments and partnerships
- Able to problem solve and think both creatively and logically
- Must have knowledge of current tax laws
- Able to work alone or as part of a team in a fastpaced environment with emphasis on accuracy and timeliness
- Diplomatic tactful and discrete concerning confidential information
- Proficient technology skills including experience in Microsoft Office Sage Intacct Adobe and Excel
Renowned Recruitment Group and our clients do not discriminate in employment on the basis of race color religion sex (including pregnancy and gender identity) national origin political affiliation sexual orientation marital status disability genetic information age membership in an employee organization retaliation parental status military service or other nonmerit factors.
#RRG19
Employment Type
Full Time
Key Skills
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