Tax Manager

CTMK Network; Los Angeles (CA); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Bonus

Hybrid work arrangement

Comprehensive benefits

Generous paid time off

Professional growth

Job summary

CTMK Network in Los Angeles seeks an experienced Tax Manager to lead complex tax engagements for high-net-worth individuals, family offices, and investment partnerships. You will oversee senior staff, provide strategic guidance, and interact with clients and external advisors in a collaborative, client-focused environment.

The role offers significant autonomy, exposure to sophisticated investment structures, and a competitive compensation package with a bonus opportunity.

Qualifications

• Bachelor's degree in Accounting, Finance, or a closely related discipline.
• Active CPA license required.
• Minimum of 7 years of progressive experience in taxation, preferably within public accounting, private client services, or a comparable tax advisory environment.
• Demonstrated expertise in tax matters involving affluent individuals, family offices, and investment partnerships.
• Extensive experience preparing or reviewing sophisticated individual and pass-through entity tax returns.
• Advanced understanding of partnership tax reporting, investment-related K-1s, and complex ownership arrangements.
• Proficiency in interpreting financial statements and identifying differences between book and tax accounting.
• Familiarity with estate, trust, and gift tax considerations.
• Ability to evaluate partnership documents, investment agreements, and other financial contracts.
• Strong technical judgment, analytical capabilities, and attention to detail.
• Proven ability to independently oversee competing priorities and multiple client engagements.
• Excellent interpersonal skills with the ability to communicate effectively with clients and professional advisors.

Responsibilities

• Direct the review of individual, partnership, and investment-related tax filings, ensuring accuracy and regulatory compliance.
• Evaluate complex investment reporting, including Schedule K-1s associated with private funds, real estate holdings, and alternative investment vehicles.
• Assess partnership transactions involving ownership allocations, partner basis calculations, capital activity, and distributions.
• Examine investment transactions to determine tax treatment and identify potential planning opportunities.
• Interpret financial records, including general ledgers, trial balances, and financial statements, to support accurate tax reporting.
• Reconcile financial accounting results with taxable income and investigate material differences.
• Evaluate legal and financial agreements to determine applicable tax obligations and reporting considerations.
• Oversee multiple client engagements while maintaining deliverable quality and meeting critical deadlines.
• Partner with clients, legal counsel, wealth advisors, and other financial specialists on complex tax matters.
• Support responses to taxing authority inquiries, examinations, and compliance-related requests.
• Provide technical direction, training, and oversight to junior tax professionals.
• Participate in specialized projects and tax planning initiatives as needed.

Education

Bachelor's degree in Accounting, Finance, or a closely related discipline

Active CPA license required

Job description

Compensation: $150,000 – $180,000 + Bonus

1. Position Overview

We are partnering with an established Business Management firm in Los Angeles seeking an accomplished Tax Managerto join its growing team. This opportunity is ideal for a seasoned tax professional with extensive experience supporting high-net-worth individuals, sophisticated investment portfolios, and complex partnership structures.

The selected candidate will oversee intricate tax engagements, provide strategic guidance on tax-related matters, and collaborate with financial professionals and external advisors. This position offers significant autonomy, exposure to sophisticated financial arrangements, and the opportunity to work within a collaborative, client-focused environment.

2. Key Responsibilities

• Direct the review of individual, partnership, and investment-related tax filings, ensuring accuracy and regulatory compliance.
• Evaluate complex investment reporting, including Schedule K-1s associated with private funds, real estate holdings, and alternative investment vehicles.
• Assess partnership transactions involving ownership allocations, partner basis calculations, capital activity, and distributions.
• Examine investment transactions to determine tax treatment and identify potential planning opportunities.
• Interpret financial records, including general ledgers, trial balances, and financial statements, to support accurate tax reporting.
• Reconcile financial accounting results with taxable income and investigate material differences.
• Evaluate legal and financial agreements to determine applicable tax obligations and reporting considerations.
• Oversee multiple client engagements while maintaining deliverable quality and meeting critical deadlines.
• Partner with clients, legal counsel, wealth advisors, and other financial specialists on complex tax matters.
• Support responses to taxing authority inquiries, examinations, and compliance-related requests.
• Provide technical direction, training, and oversight to junior tax professionals.
• Participate in specialized projects and tax planning initiatives as needed.
• Base Salary: $150,000 – $180,000 annually, depending on experience and qualifications.
• Bonus: Additional bonus opportunity.
• Hybrid Work Arrangement: Flexible schedule combining remote work with time in the firm's Los Angeles offices.
• Comprehensive Benefits: Full suite of employee benefits.
• Generous Paid Time Off: Competitive vacation and paid leave offerings.
• Professional Growth: Opportunity to expand technical expertise while working with sophisticated clients and investment structures.

4. Qualifications & Experience

• Bachelor's degree in Accounting, Finance, or a closely related discipline.
• Active CPA license required.
• Minimum of 7 years of progressive experience in taxation, preferably within public accounting, private client services, or a comparable tax advisory environment.
• Demonstrated expertise in tax matters involving affluent individuals, family offices, and investment partnerships.
• Extensive experience preparing or reviewing sophisticated individual and pass-through entity tax returns.
• Advanced understanding of partnership tax reporting, investment-related K-1s, and complex ownership arrangements.
• Proficiency in interpreting financial statements and identifying differences between book and tax accounting.
• Familiarity with estate, trust, and gift tax considerations.
• Ability to evaluate partnership documents, investment agreements, and other financial contracts.
• Strong technical judgment, analytical capabilities, and attention to detail.
• Proven ability to independently oversee competing priorities and multiple client engagements.
• Excellent interpersonal skills with the ability to communicate effectively with clients and professional advisors.

5. Take the Next Step in Your Career

This is an excellent opportunity for an experienced Tax Manager seeking a rewarding position within the Business Management industry. With a competitive compensation package, hybrid flexibility, and exposure to complex financial and tax matters, this role offers an attractive next step for a professional looking to advance their career.

We look forward to connecting with experienced tax professionals interested in learning more about this opportunity.