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Robert Half - San Mateo, CA
posted about 2 months ago
Full-time - Mid Level
Hybrid - San Mateo, CA
Administrative and Support Services
About the position
The Multi Family Office Tax Manager role at Robert Half involves overseeing tax and compliance deliverables for ultra-high-net-worth individuals and families. This position is designed for professionals looking to build expertise in high-net-worth services within a dynamic environment, offering a flexible hybrid schedule and unlimited vacation policy to support work-life balance.
Responsibilities
- Oversee tax and compliance deliverables for the Family Office.
- Alert leadership to technical tax matters and provide guidance on resolution.
- Ensure compliance through timely filings, extensions, and comprehensive tax return reviews.
- Conduct tax research to support the client service team on complex issues.
- Serve as the primary contact for assigned client engagements.
- Assist with revenue management, including billing preparation and reviewing work-in-progress.
- Communicate technical tax implications effectively to both clients and the internal team.
Requirements
- Bachelor's degree in business or a related field preferred.
- CPA certification preferred.
- 5-8 years of experience in fiduciary tax, compliance, or consulting.
- Knowledge of entity taxation and investment practices for high-net-worth clients.
- Client-focused with strong technical expertise.
- Exceptional problem-solving and communication skills.
- Experience mentoring and developing team members.
Benefits
- Unlimited vacation policy
- Flexible hybrid schedule
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
