Tax Senior Manager

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

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.

Full-time Mountain View, CA

Overview

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges.

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

• The opportunity to shape and lead a premier HNW client advisory platform.
• Exposure to a global client base with complex, multi-jurisdictional needs.
• A collaborative culture with access to leading experts in wealth management.
• 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.