Family Office - Tax Manager - Hybrid - 2x week
Robert Half Menlo Park
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
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.
With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move.
Responsibilities:
- 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
- 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
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
Robert HalfPalo Alto (CA), 1 mi from Menlo Park (CA)
in start-ups during their initial stages.
Key Responsibilities:
• Reviewing income tax returns for various individual, partnership, and fiduciary returns for the family office.
• Managing client relationships.
• Planning for and reviewing quarterly income...
Robert HalfPalo Alto (CA), 1 mi from Menlo Park (CA)
in start-ups during their initial stages.
Key Responsibilities:
• Reviewing income tax returns for various individual, partnership, and fiduciary returns for the family office.
• Managing client relationships.
• Planning for and reviewing quarterly income...
Robert HalfPalo Alto (CA), 1 mi from Menlo Park (CA)
in start-ups during their initial stages.
Key Responsibilities:
• Reviewing income tax returns for various individual, partnership, and fiduciary returns for the family office.
• Managing client relationships.
• Planning for and reviewing quarterly income...
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