Tax Planning and Advisory - Family Office / Private Equity
Robert Half San Francisco
For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams
A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities.Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO.
This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO.
This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure.
Primary Responsibilities:
Tax Planning- Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
- Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
- Review income tax returns for various individual, partnership and fiduciary entities for the family office
- Researching tax related issues
- Assisting with special projects on an as-needed basis
- Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.
- Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.
- Managing charitable giving and setting up philanthropic foundations.
- Ensuring that all family office activities comply with legal and regulatory requirements.
- Overseeing day-to-day financial operations, bill payments, and cash flow management.
- Coordinating with third-party providers
- Preparing financial statements
- Degree in accounting, finance, or economics; CPA a plus
- 4+ years of experience preparing individual tax returns; ideal candidates will have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns
- Understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations a plus
- Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus
- Competency with Adobe and MS Office products, especially Excel
- Excellent oral and written communication skills
For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams
Robert HalfSan Francisco
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Join a reputable private equity firm with a hybrid schedule and become a key player on a dynamic, collaborative team. Enjoy full health coverage...
Robert HalfSan Mateo (CA), 15 mi from San Francisco
For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.
Our client is a multi-asset fund manager that handles private equity and other investments.
Responsibilities will include:
• Participating...
Robert HalfMenlo Park (CA), 26 mi from San Francisco
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: VP of Finance (Private Equity)
Location: Menlo Park office-based but flexible as needed
Salary: $250-300k base + Bonus
About the Company: Leading private equity firm...