Senior Tax Manager — Lead HNW Client Advisory (Remote)

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

Benefits offered by this job

Bonus opportunities

401(k) with company match

Medical, dental, vision coverage

Wellness programs

Job summary

Catalyst Family Office, LLC is recruiting a Tax Senior Manager to lead tax engagements for ultra-affluent clients in Mountain View, CA. You will oversee multi-stream tax projects, coordinate with the tax team and leadership, and integrate other services offered by the firm to deliver comprehensive wealth solutions.

The role emphasizes team leadership, complex tax planning, and client-focused advisory with opportunities to mentor staff and influence firm-wide tax practices.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 7+ years full-time tax compliance experience for ultra-affluent individuals and families, partnerships, trusts and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in tax technology preparation and reporting software such as BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, and advanced Excel.
• Excellent analytical and problem-solving abilities.
• Experience in leading and mentoring successful teams.
• Experience with equity compensation (stock options, RSUs, 10b5-1 plans).
• Adept emotional intelligence and communication skills.
• Desire to serve, lead, and grow at Catalyst Family Office.

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 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.

Skills

Tax compliance

Team leadership

Tax planning

Analytical thinking

Communication skills

Equity compensation

Emotional intelligence

Education

Bachelor’s degree in accounting

Master’s in Taxation preferred

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

Excel (Advanced)

Job description

Catalyst Family Office, LLC is recruiting a Tax Senior Manager to lead tax engagements for ultra-affluent clients in Mountain View, CA. You will oversee multi-stream tax projects, coordinate with the tax team and leadership, and integrate other services offered by the firm to deliver comprehensive wealth solutions.

The role emphasizes team leadership, complex tax planning, and client-focused advisory with opportunities to mentor staff and influence firm-wide tax practices.