Position: Tax Manager
Industry: Family Office
Location: East Bay, Walnut Creek (4 days in-office)
Salary: $150,000 - $200,000
Benefits: Generous benefits package including SIMPLE IRA

Position Summary:

We are seeking a Tax Manager to join a prestigious family office in Walnut Creek. This is an exciting opportunity for someone with 6+ years of progressive tax experience, ideally in individual taxation, to contribute in a fast-paced, dynamic environment. You will be mentored by the Tax Director to enhance your technical skills and take on new challenges, while also enjoying the work-life balance that distinguishes family offices from public accounting firms.
This position is ideal for a highly organized, detail-oriented individual with a collaborative, Type-A personality who thrives in a team-focused setting. The successful candidate will have a strong technical background in individual, partnership, and S-Corp taxation, tax planning, and structuring, as well as a desire to grow and take on greater responsibilities within the family office environment.

Key Responsibilities:

- Manage and oversee individual, partnership, and S-Corp taxation
- Conduct tax technical research and provide strategic tax planning and structuring advice
- Perform quarterly individual tax projections, computations, and analysis
- Supervise and coordinate additional tax filings, including sales, payroll, and property tax filings
- Collaborate with external consultants and vendors, fostering strong working relationships
- Take on new challenges and responsibilities in a non-routine environment with opportunities for growth and development

Required Experience and Skills:

- Minimum 6 years of relevant tax experience, ideally at a Big 4 or large regional accounting firm
- Strong technical proficiency in individual and partnership taxation, tax planning, and structuring
- Willingness to take on a range of tax filings, from sales tax to payroll tax and property tax
- Proficiency in NetSuite and BNA Income Tax Planner
- Proven ability to manage multiple projects in a fast-paced environment
- Strong attention to detail and a commitment to getting the job done
- CPA, MS in Taxation, or EA preferred
- Ability to thrive in a collaborative, mentorship-driven environment

Culture Fit:

- Type-A, detail-oriented, with a passion for organization and high-quality work
- Humble, coachable, and willing to be mentored by senior leadership
- Independent, proactive, and able to work effectively in a small, close-knit team
- Strong communicator who values teamwork and treats colleagues with respect
- Committed to continuous learning and development

Interview Process:

In-office interview (half-day), 4 days a week in-office work schedule.