Tax Manager

Ryan, Miller & Associates Executive Search; Santa Monica (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

A specialized recruitment firm is seeking a Tax Manager in Santa Monica, California to oversee tax compliance and planning within a family office. The role requires managing tax staff, reviewing complex tax filings, and collaborating with leadership on various tax matters. Ideal candidates will have a Bachelor's degree in Accounting and at least 7 years of relevant experience. Familiarity with tax laws and tools such as ProSystem Fx Tax is essential. Strong organizational skills are a must.

Qualifications

• 7+ years of tax experience, ideally in a family office.
• Strong technical knowledge of partnership, individual, and trust taxation.
• Ability to manage multiple priorities in a fast-paced setting.

Responsibilities

• Supervise and review work of tax staff.
• Review federal and multi-state tax returns for various entities.
• Manage tax planning, compliance timelines, and quarterly estimates.

Skills

Tax compliance

Tax planning

Microsoft Excel

Microsoft Outlook

Education

Bachelor’s degree in Accounting

CPA or MS in Tax

Tools

ProSystem Fx Tax

BNA Income Tax Planner

Job description

We are seeking a Tax Manager to oversee tax compliance and planning in a family office environment. This role will manage tax staff, review complex filings, and work closely with shareholders and leadership on tax matters while maintaining strict confidentiality.

Key Responsibilities

• Supervise and review work of tax staff
• Review federal and multi-state tax returns for individuals, partnerships, corporations, trusts, and related entities
• Manage tax planning, compliance timelines, and quarterly estimates
• Prepare and review tax workpapers and projections
• Coordinate with external tax advisors and respond to tax notices
• Support estate planning and special projects as needed

Qualifications

• Bachelor’s degree in Accounting required; CPA or MS in Tax preferred
• 7+ years of tax experience, ideally in a family office or similar environment
• Strong technical knowledge of partnership, individual, and trust taxation
• Experience with quarterly/annual projections, payroll tax, W-2 and 1099 filings
• Ability to manage multiple priorities in a fast-paced setting

Technical Skills

• Microsoft Excel and Outlook
• ProSystem Fx Tax and BNA Income Tax Planner