Senior Tax Manager

Catalyst Family Office; Mountain View (CA); Hybrid; USD 155,000 - 215,000; Full time

Benefits offered by this job

Bonuses

401(k) plan with company matching

Medical, dental, vision plans

Partial remote work

Job summary

Catalyst Family Office seeks a Tax Senior Manager in Mountain View, CA to lead complex tax engagements for ultra-affluent clients. You will manage teams, ensure compliance and provide advanced tax planning, entity structuring, and multi-faceted strategies.

The role partners with firm leaders to integrate EMFR, philanthropy, estate planning and risk services. Ideal candidates have 7+ years in tax compliance, CPA/EA, and strong leadership.

Qualifications

• Bachelor’s degree in accounting or Master’s in Taxation preferred.
• 7+ years of full-time tax compliance experience in ultra-affluent individuals and families, partnerships, trusts, and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in tax software and MS Office with advanced Excel capabilities.
• Strong analytical and problem-solving abilities.
• Experience leading and mentoring teams.
• Experience with equity compensation and complex capital transactions.
• Strong communication and emotional intelligence skills.

Responsibilities

• Manage client engagement teams, direct workflow, and provide in-depth compliance and consulting services.
• Oversee the compliance management process and adapt to challenges.
• Provide tax planning, entity structuring, and multifaceted solutions to clients.
• Manage tax audits and inquiries from tax authorities.
• Train, motivate, and develop professionals; participate in recruiting.
• Develop budgets, allocate resources, and monitor engagements.
• Prepare quarterly billing and annual retainer for clients.
• Collaborate on best practices and leadership initiatives.

Skills

Analytical thinking

Team leadership

Communication skills

Emotional intelligence

Education

Bachelor’s degree in accounting

Master’s in Taxation preferred

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Excel (advanced)

Job description

The Tax Senior Manager at Catalyst Family Office is a seasoned tax professional, having demonstrated consistent high performance across multiple functions comprising the tax practice. These include responsibility for the successful planning and implementation of all tax projects for clients, prioritizing and managing multiple work streams relevant to each client, collaborating with other tax team members, and directing and facilitating the work flow for team members.

You will also have a critical role in teaming with firm leaders in the integration of other services that Catalyst Family Office offers to clients such as EMFR, philanthropy, estate planning, risk and insurance, and more.

Responsibilities

• Manage client engagement teams, direct work-flow and provide in-depth compliance and consulting services to clients.
• Oversee the compliance management process and adapt to challenges in the process.
• Work closely with the tax team and partner group to provide tax planning, entity structuring and multifaceted solutions to help clients to achieve their goals.
• Manage tax audits and other related inquiries from tax authorities.
• Train, motivate, and develop professionals of the firm.
• Develop budgets, determine resource requirements, and direct / monitor engagements.
• Prepare quarterly billing and annual retainer for clients.
• Collaborate with leadership on the development and implementation of best practices.
• Participate in recruiting efforts when necessary.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 7 years or more full time work tax compliance experience in ultra-affluent individuals and families, partnership, trust and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office(advanced excel capabilities).
• Excellent analytical and problem-solving abilities.
• Experience in leading and mentoring successful and engaged teams.
• Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transaction experience.
• Adept emotional intelligence and communication skills.
• A desire to serve, lead, and grow at Catalyst Family Office.

What we offer

• Primary office in Mountain View, CA. with partial remote work availability.
• Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, a full range of medical, dental, vision, and other wellness plans.
• Salary and overall compensation are commensurate with individual experience and qualifications, as well as market conditions. The California based salary range for this position is $155,000K/yr. - $215,000K/yr.