Tax Manager - Family Office, Robert Half

Tax Manager - Family Office

Robert Half

Location:

United States, Palo Alto

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

An esteemed venture capital firm in Palo Alto is on the hunt for a seasoned Tax Manager to join their Family Office team. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development.

Job Responsibility:

Overseeing tax returns for family office clients
Nurturing client relationships
Conducting and reviewing tax assessments, extensions, and returns
Performing in-depth tax issue research and responding to notices
Assisting the CFO and Directors on special projects

Requirements:

6+ years of experience with tax responsibilities, ideally with high-net-worth clienteles
Familiarity with complex tax forms and a proactive approach to problem-solving
Experience with investment-centric clients is preferred
A high level of attention to detail, professionalism, integrity, and discretion
CPA is a plus

Nice to have:

CPA is a plus

What we offer:

Exceptional benefits fully paid for by the company
Attractive profit-sharing plan
Free online training
Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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