Family Office Tax Manager

Job Type
Full-time
Description
The position will be remote (United States candidates only) and occasional travel to Dallas, Houston, Denver will be required.
This position offers great opportunities with a wide variety of experiences. This is a new role that offers the stability of working for one family and the diversity of working with at least three companies of different sizes and tax complexities. You are the type of person that likes reading, teaching yourself new things, and asking questions.
Essential Duties

• Serve as the trusted advisor to Family Office and its companies on strategic tax and financial matters
• Interact closely with companies to provide innovative tax planning, consulting, and compliance expertise
• Be the sole advisor on tax compliance for multi-generational family
• Provide analyses of financial, gift, trust, estate, income tax issues
• Maintain S Corp stock basis calculations
• Sales/use tax compliance (both for customer invoices and vendor bills)
• Prepare quarterly estimates of taxes due
• Guide HR on payroll tax compliance
• Advise executives on tax consequences
• Respond to IRS and state notices
• Tax audit representative

Lead strategic projects:

• §174 readiness - get us organized for R&D tax credit
• Transfer pricing

Prepare a variety of returns:

• Personal Income Tax (1040)
• Corporate Income Tax (1120, 1120S)
• Franchise tax returns (TX)
• Sales tax returns (FL, MD, MN, NJ, NY, WI, TX, CT, OH)
• Property tax returns

Requirements
Qualifications

• Bachelor's degree from an accredited college or university
• 5+ years tax experience
• Active CPA

Preferred / Nice To Have:

• Exposure to Canadian and Australian tax returns, transfer pricing, GST
• Masters degree in taxation
• GL accounting experience in NetSuite
• Exposure to SaaS, security, real estate, ranching, and beverage/CPG industries a plus
• Stock option experience