Tax Manager, Family Office

Tax Manager, Family Office

20 Dec 2024
California, Paloalto, 94303 Paloalto USA

Tax Manager, Family Office

Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Tax ManagerLocation: Palo Alto (Hybrid)Salary: Up To 160k base + bonus About the Company: A well-recognized venture capital entity, this firm primarily invests in start-ups during their initial stages. Key Responsibilities:

Reviewing income tax returns for various individual, partnership, and fiduciary returns for the family office.

Managing client relationships.

Planning for and reviewing quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office.

Researching tax-related issues and responding to tax notices.

Assisting CFO and Directors with special projects on an as-needed basis

.Requirements Qualifications:

Four-year college degree in accounting, finance, or economics; CPA a plus.

Minimum of 5 years' experience reviewing individual, partnership and fiduciary tax returns required.

Proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus.

Competency with Adobe and MS Office products, especially Excel

Excellent oral and written communication skills with strong organizational, analytical, and technical abilities.

Unique Selling Points:

Work for a well-established venture capital firm with a solid reputation.

Opportunity to join a team-oriented firm that values strong analytical, communication and technical abilities.

Be part of a knowledgeable and highly motivated team, where individual contributions are highly valued.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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