Tax Manager - Family Office Investment Group ( San Francisco, CA)

TaxConnections has been retained by a high net worth family and investment group to locate a Tax Manager in San Francisco, CA. It is an opportunity of a lifetime for a tax professional with the requisite skills! Our client has an unusually high retention rate and rarely does an opportunity come up with this investment group.

The Tax Manger will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures. Researching and communicating the tax consequences of current and proposed investments will be a part of the responsibilities of the successful candidate.
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Tax Specialist - Wealth Management (San Francisco, CA)

TaxConnections has been retained by a high net worth family office in San Francisco, CA to locate a Tax Specialist with 2-3 years of experience. The opportunity to work in this family office is a once in a lifetime one. It is ideal for anyone wanting to leave public accounting and go in-house and work with a highly supportive family office with a stellar reputation.The Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various company entities, which include Partnerships, Limited Liability Companies and Corporate entities. The financial and team support they have given all of their employees during this time has been extraordinary.

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:

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Tax Specialist - Family Office, San Francisco, CA

TaxConnections has been retained by a high net worth family office in San Francisco, CA to locate a Tax Specialist with 2-3 years of experience. The opportunity to work in this family office is a once in a lifetime one. It is ideal for anyone wanting to leave public accounting and go in-house and work with a highly supportive family office with a stellar reputation.The Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various company entities, which include Partnerships, Limited Liability Companies and Corporate entities. The financial and team support they have given all of their employees during this time has been extraordinary.

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:

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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:

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Tax Manager- Family Office, San Francisco, CA

TaxConnections has been retained by a client that is absolutely a great place to work. It is an opportunity of a lifetime for a tax professional in an exciting, trendy part of San Francisco, CA.

Tax Manager (San Francisco, CA)

The Tax Manger will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures. Researching and communicating the tax consequences of current and proposed investments will be a part of the responsibilities of the successful candidate.

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Tax Job In San Francisco, CA Family Office

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:

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Tax Manager, Family Office In San Francisco, CA

TaxConnections has been retained by an investment firm to fill a Tax Manager/Senior Tax manager role located in San Francisco, CA. We would genuinely appreciate your review of this opportunity and kindly refer this to anyone who may appreciate learning more.

Tax Manager/Senior Tax Manager (San Francisco, CA)

TaxConnections is currently conducting a search for a Tax Manager/Senior Tax Manager for a private family office in the San Francisco Bay area. We genuinely appreciate your review of this opportunity and invite you to contact us privately with any questions.

The Tax Manager/Senior Tax Manager will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures.

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Assistant Tax Manager, San Francisco, CA

Assistant Tax Manager (San Francisco, CA)

TaxConnections has been retained by a client in San Francisco, CA to locate an Assistant Tax Manager for a family office. This is a newly created role for a family with multiple investments.

The Assistant Tax Manager will be 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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Tax Manager Job - San Francisco, CA

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.

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Senior Tax Specialist Job In San Francisco, CA

TaxConnections has recently been retained to conduct a search for a Senior Tax Specialist for a high profile family office in the San Francisco area.  Rarely is a position available in this very rewarding business environment.

The Senior Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various family 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. Responsibilities include the preparation of 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 and information requests from various government authorities.

Responsibilities include the following:

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An increasing number of investment fund managers are returning outside investor capital in order to focus on managing their personal and/or family wealth. The decision to “go private” can be driven by a number of factors, including dealing with an ever more complicated regulatory environment, fee compression,
increasing difficulty in finding alpha in stretched markets, the advancing age of the principal, or even as one of our clients recently told us: ”You know, it’s just not fun anymore.”

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