Tax Job | TaxConnections

27 Mar 2020

Senior Tax Specialist – Wealth Management (San Francisco, CA)

Senior Tax Specialist - San Francisco, CA

TaxConnections has been retained to conduct a search for a Senior Tax Specialist for an investment group in San Francisco,CA. If you know of anyone interested in learning more about this exciting opportunity, please forward refer and forward this on to them today.

The Senior Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various entities, which may include Partnerships, Limited Liability Companies and Corporate entities. Significant emphasis will be on tax work related to Partnerships and Limited Liability Companies. Prepare federal and state income tax returns and forecasts and perform various tax planning and research projects that involve a high degree of complexity. Respond to audits by and information requests from various government authorities. Responsibilities include the following:

Written by Kat Jennings | Posted in Senior Tax Specialist • Tax Job

06 Mar 2020

Assistant Tax Manager – Investment Group And Family Office (San Francisco, CA)

Rarely does a tax opportunity arise in a private equity and investment group of this caliber. This tax opportunity is a rare and hidden secret and great success story in San Francisco, CA.

TaxConnections has been retained by an investment group to locate an Assistant Tax Manager responsible for assisting the Director of Tax, Pass-Through Entities and the Senior Tax Manager in managing the tax planning and compliance functions for multiple business lines and other investments owned by family.

Primary emphasis is on tax compliance, planning, and support for pass-through entities. Understand and apply the current tax laws and regulations including the tax implications of investment partnership structures and real estate development and operations. Identify and communicate issues, positions, and opportunities both orally and in writing to management. Manage members of the tax accounting staff.

Responsibilities include the following:
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Written by Kat Jennings | Posted in Investment Group • Tax Job

14 Feb 2020

Assistant Tax Manager – Pass Through Entities (San Francisco,CA)

TaxConnections has been retained to locate an Assistant Tax Manager responsible for assisting the Director of Tax, Pass-Through Entities and the Senior Tax Manager in managing the tax planning and compliance functions for multiple business lines and other investments owned by family.

Primary emphasis is on tax compliance, planning, and support for Fremont’s pass-through entities. Understand and apply the current tax laws and regulations including the tax implications of investment partnership structures and real estate development and operations. Identify and communicate issues, positions, and opportunities both orally and in writing to management. Manage members of the tax accounting staff.

Responsibilities include the following:
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Written by Kat Jennings | Posted in Tax Job • Tax Jobs In Family Office

22 Jan 2020

Tax Supervisor-Family Office (San Francisco, CA)

Tax Supervisor (San Francisco, CA)

TaxConnections has been retained to conduct a search for a Tax Supervisor for a high net worth family in San Francisco, CA. The Tax Supervisor is responsible for the preparation, review and filing of tax returns and supporting work papers for high net worth individuals, complex trusts, gifts, private foundations and entity tax returns for the family (the “Family”). Other tax compliance work includes the preparation of quarterly tax projections and determination of estimated tax payment requirements; tax research; and related correspondence with clients and contacts to request tax information.

This position is also responsible for providing year-round accounting and administrative support on recurring or special projects as determined by management. Responsibilities include preparation and review of federal and State income tax returns, including current knowledge of compliance and accounting matters for the following taxpayers:

Written by Kat Jennings | Posted in San Francisco • Tax Job

13 Dec 2019

Assistant Tax Manager – Investments (San Francisco Bay Area)

TaxConnections has recently been retained to conduct a search for an Assistant Tax Manager for a family office investment organization considered one of the very best places to work. The management team is one of the nicest and smartest you will ever encounter. Rarely does an opening come available in this environment. It is a great opportunity to be considered by this company.

Responsible for assisting the Director of Tax, Pass-Through Entities and the Senior Tax Manager in managing the tax planning and compliance functions for multiple business lines and other investments. Primary emphasis is on tax compliance, planning, and support for pass-through entities. Understand and apply the current tax laws and regulations including the tax implications of investment partnership structures and real estate development and operations. Identify and communicate issues, positions, and opportunities both orally and in writing to management. Manage members of the tax accounting staff.

Written by TaxConnections Admin | Posted in Tax Job • Tax Manager Job