Tax Manager

Our client, a very successful multi‑generational Family Office in Beverly Hills, has retained us to bring them a Tax Manager. This newly created position is due to the growth of the Family Office and their investments and philanthropic activities.

The Family Office supports a variety of entities, including partnerships, joint ventures, corporations, trusts, and non‑profits primarily investing in real estate across the country. The office has a growing accounting department with accountants, AP specialists, and billing/AR roles.

Compensation includes a base salary and discretionary bonus, plus a comprehensive benefits package that includes 401(k), Medical, Dental and Vision insurance (company pays 100% of premiums), free parking and a daily catered lunch.

• Work with outside providers to coordinate Tax Packages and the preparation of tax returns; C‑corps, S‑corps, partnership, single‑member LLC & non‑profit returns.
• Preparation of recurring (monthly, quarterly, or annual) state and local tax filings which include franchise tax, gross receipts tax, and sales & use tax returns.
• Handle extensions & estimated tax payments.
• Review of fixed assets for personal property tax filings.
• Resolving tax notices & inquiries.
• Plan & coordinate resources for tax season each year to ensure an efficient tax season.
• Onboard new entities – research into tax filing requirements, both state and local income tax and any other business taxes.
• Assist with inter‑family loans – prepare loan agreements, interest calculation & year‑end interest accruals for tax purposes.
• Assist with the monthly financial report.
• Depreciation analysis using the Fixed Asset module to provide depreciation for tax planning & estimated payments.

• Learn the accounting software (MRI) and be able to help do quarterly tax reviews.
• Help post tax entries (depreciation, K‑1 income, etc.) each year.
• Learn how to do elimination entries and consolidate financial reports.
• Run projections for tax analysis.
• Review and reconcile subsidiary ledgers to the general ledger/trial balance.

• Ideally a minimum of four years of experience in public accounting.
• Certified Public Accountant (CPA) preferred.
• Tax experience required (an emphasis in Individuals and Partnerships highly valued).
• Proficiency within a fast‑paced environment; demonstrated organizational skills, strong time management, attention to detail, and the ability to multi‑task.
• Ability to monitor and prioritize work; strong commitment to meeting a continuous cycle of deadlines.
• Ability to work across all areas of the finance department (e.g., tax, accounting, finance, compliance, etc.) as well with third party / outside service providers.
• Comfortable performing hands‑on work and supporting other employees from staff to leadership levels.
• Strong computer technical skills – Microsoft Excel and Word.

• Self‑motivated, self‑directed and proven ability to work well independently.
• Critical thinker who is comfortable asking questions.
• High integrity; pride in one’s work.
• Accountability for all work product and deliverables.
• Desire and willingness for continued growth and learning.

Mid‑Senior level

Full‑time

Accounting/Auditing

Real Estate and Investment Management