Tax Manager - Private Client Services

We are a 25 person business management firm and family office located in the San Fernando Valley. We work with high-end clientele in the professional athlete, music, and entertainment industries along with high business owners in the PE, venture capital, and Hedgefund space. We handle everything for our clients from financial planning, business consulting, taxes, bookkeeping, and more. We are highly client facing and work with a lot of complex situations. We are highly collaborative and work together to keep the hours low so we are all fresh and ready to give the best service possible. We are looking for a skilled tax and business professional who has a high level of tax return review experience, but is not afraid to roll their sleeves up to help with some prep work on the complex returns. We want someone who likes working with/communicating directly with the clients on their needs, goals, and status of projects. Ideally we are looking for someone who has experience with HNWI/UHNWIs, entertainment, and other small to midsize businesses. What you Need2+ Years in Public AccountingActive CPA or EA (preferred)Experience in Business and Individual Tax Privately Held BusinessesHNWIs, Partnerships, s-corps, trust & estate, some c-corpsClients generating ($5 million - $200 million in annual revenue)What you will be doingReviewing Complex Tax ReturnsPrivate Client ServicesHNWIs w/ multiple businesses attachedPreparing most complex returnsClient ManagementTax ResearchTax PlanningBusiness ConsultingManaging tax complianceBenefitsBase Salary: $130,000-$180,000Full Medical, Dental, VisionAnnual BonusesHybrid Schedule401k w/ MatchPTO (3-4 weeks starting)Flex HoursShorter Busy Season Hours (45-50hours)Path to Partner

Created: 2025-11-12