Tax Manager

A client rings in March to say he sold the company, and what can be done about it now.

That's the shape of this book. Founders, the people who back them, and families whose affairs have more moving parts than most accountants see in a career. Tax Manager in Fremont, office based, $137k to $167k.

Why this firm:

• It's a family office practice, so you follow a client across everything they own rather than meeting them once a year at the return.
• Wealthy families and the businesses they built, closely held companies, partnerships, and the estate work that comes with all of it.
• Cross border elements turn up often enough to be part of the job rather than a curiosity.
• It's office based. There's no hybrid arrangement on offer here, and you should know that before you call rather than after.
• Under 50 people, so there's no bench to disappear behind.
• Nobody's promised me a number on hours for this one, so ask.

What you'll be doing:

• Review as well as prep, the real kind, on individual and corporate returns.
• Partnership returns, and the estate planning work that sits next to the family clients.
• The international pieces for clients who hold things in more than one country.
• Sitting in front of clients yourself instead of reading someone else's meeting notes.

What you'll have:

• CPA.
• Around 7 years in public accounting on individual and corporate returns.
• A tax Masters if you happen to have one, and it's a preference rather than a gate.