Tax Manager, Family Office

apartmentRobert Half placePalo Alto calendar_month 

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Tax Manager
Location: Palo Alto (Hybrid)
Salary: Up To 160k base + bonus

About the Company: A well-recognized venture capital entity, this firm primarily invests 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 tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office.
  • Researching tax-related issues and responding to tax notices.
  • Assisting CFO and Directors with special projects on an as-needed basis

Qualifications:

  • Four-year college degree in accounting, finance, or economics; CPA a plus.
  • Minimum of 5 years' experience reviewing individual, partnership and fiduciary tax returns required.
  • 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 with strong organizational, analytical, and technical abilities.

Unique Selling Points:

  • Work for a well-established venture capital firm with a solid reputation.
  • Opportunity to join a team-oriented firm that values strong analytical, communication and technical abilities.
  • Be part of a knowledgeable and highly motivated team, where individual contributions are highly valued.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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