Job Title: Tax Senior Manager
Location: Menlo Park, CA
Internal Job ID: 466259

Responsibilities:

Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)
Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution
Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues
Develop into role of primary point of contact for existing client team assignments.
Support management of existing client revenue through review of works in progress and preparation of billings for special projects/consulting services provided to the client
Continue to develop networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
Proactively communicate and discuss impact of technical tax matters within the tax group, and communicate to client's tax changes, implications and potential impact to their financial strategies and goals.

Apply functional, product, and industry skills to client engagements and strive to enhance knowledge through direct guidance from the Principal and Client Service Director
Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns
Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Qualifications:

Bachelor's degree in business or related field preferred, Master's a plus; CPA
5-8 yrs exp fiduciary tax issues, investments, consulting or compliance in an accounting, in financial & estate planning