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Senior Tax Specialist – (San Francisco, CA)



Senior Tax Specialist - Family Office, San Francisco Bay Area

TaxConnections has been retained to locate a Senior Tax Specialist for a high net-worth family in San Francisco Bay Area, CA. Rarely does an opportunity arise with this family and it is an opportunity of a lifetime for a smart, productive and motivated individual. This opportunity is ideal for the tax professional who wants to leave public accounting and time sheets behind and work in a business environment family office. It does not get any better than this tax job as the management team is fantastic and supportive.

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:

  • Prepare and review federal, state, and local returns and reports for company entities.
  • Review federal, state, and local returns and reports for portfolio companies.
  • Gather information, analyze data, identify and research pertinent tax issues, prepare supporting work-papers and utilize preparation software packages to generate tax returns.
  • Prepare and / or review tax information packages for, and liaise with, tax firms preparing outsourced returns.
  • Participate in federal and state income tax audits by assisting the gathering of requested information, researching of pertinent tax issues and preparation of written responses.
  • Prepare taxable income forecasts for specific entities or transactions and prepare estimate information for individual investors (and/or their tax advisors) in partnerships.
  • Perform tax research and other special projects as required and as directed.

Education And Experience

A minimum of four years’ experience in income taxation required with a Bachelor’s degree in Business or Accounting. Experience with pass-through taxation and compliance is required.  Active CPA license is required; graduate degree in Taxation is a plus.  Very good oral and written communication skills are essential.

Have a question? Contact kat@taxconnections.com for private consultation.

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TaxConnections is where to find leading tax experts and technology around the world. Discover tax professionals who offer you a wide range of tax expertise and be more informed about the technology that supports them in operating efficiently and successfully.

TaxConnections connects tax professionals with new tax clients and tax jobs around the world. Tax Professional Members establish higher visibility online so prospective clients and employers can find our members easily. Each members also receives a Virtual Tax Office which is the most valuable online real estate available today! TaxConnections makes a difference in your professional life.

We offer a Special Membership rate to tax professionals out of work.
https://www.taxconnections.com/special-membership

Kat Jennings, CEO
TaxConnections
858.999.0053
kat@taxconnections.com

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