Tax Supervisor

Catalyst Family Office, LLC; Mountain View (CA); Hybrid; USD 115,000 - 155,000; Full time

Benefits offered by this job

401k plan with company-matching contributions

Medical, dental, vision, and wellness plans

Individual and team bonuses

Job summary

A premier professional services firm is seeking a Tax Supervisor in Mountain View, CA. The role involves managing a team, providing tax compliance and consulting services, and conducting tax research. Ideal candidates have a Bachelor's degree in accounting, at least 5 years of relevant experience, and an active CPA license or are pursuing one. Offering a competitive salary range of $115,000 to $155,000 annually, with partial remote availability and excellent benefits.

Qualifications

• 5 years or more of full-time tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Active CPA license or working towards one, or an Enrolled Agent.
• Excellent analytical and problem-solving abilities.

Responsibilities

• Manage, develop, and coach tax interns and associates.
• Provide tax compliance and consulting services to various clients.
• Review and respond to federal, state, and local tax notices.
• Conduct tax research.
• Foster collaborative working relations within the firm.

Skills

Tax compliance

Analytical abilities

Problem-solving

Organization

Proficiency in tax preparation software

Education

Bachelor’s degree in accounting

Master’s in Taxation

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Office (advanced excel)

Job description

The Tax Supervisor at Catalyst Family Office is a proven tax project professional, having demonstrated consistent high performance across multiple projects as an integral member of the tax practice. You will also have a critical role in teaming with others 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

• Assist in managing, developing, and coaching tax interns, associates and tax senior associates.
• Provide tax compliance and consulting services to individuals, trusts, and not-for-profit clients.
• Review federal, state and local tax notices and to draft responses.
• Conduct tax research.
• Foster and exemplify collaborative working relations with all firm members.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5 years or more full time work tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Active CPA license (or working towards to become one) 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.
• Demonstrate strong organization skills and attention to details.
• A desire to contribute, learn, and grow at Catalyst Family Office.

What we offer

• Primary office in Mountain View, CA. with partial remote work availability. Occasional travel to offices in Austin, TX and other national office locations.
• 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 $115,000K/yr. - $155,000K/yr.