Santa Barbara Management · 3 months ago
Senior Manager, Tax Compliance & Strategy
Greater Chicago Area
Full-time
Onsite
Senior Level
5+ years expSanta Barbara Management (SBM) is a family office focused on supporting ultra-high net worth individuals and families. The Senior Manager, Tax Compliance & Strategy will leverage technical tax expertise and relationship management skills to deliver comprehensive tax planning and compliance solutions, while engaging directly with clients and collaborating with internal teams.
Asset ManagementFinancial ServicesWealth Management
Hiring Manager
Jana Goyette
Responsibilities
Lead and manage all tax planning, research, and compliance for a complex high-net-worth family structure, including individual, partnership (complex flow-through), estate, foundations, and trusts
Provide strategic tax planning, including estate planning, next-generation wealth transfer, risk assessments, acquisitions/dispositions, and financing asset purchases
Review of complex tax returns prepared by outside CPA firm ensuring accuracy and compliance
Manage quarterly tax projections and tax compliance requirements
Collaborate closely with internal teams and external advisors to optimize tax strategies and planning
Participate in special projects related to family wealth management and estate transitions
Engage directly with high-net-worth clients, delivering insights and recommendations in a professional and client-centric manner
Qualification
Required
5+ years of relevant experience
Bachelor's degree in Accounting required
Entrepreneurial mindset with the ability to operate effectively in a lean, fast-moving environment
A desire to work in a performance oriented meritocracy that rewards entrepreneurial thinking, high quality work product, and that embraces a low-ego 'roll-up-your sleeves, no task is too small' mentality
Strong written and verbal communication skills
Excellent project management and time management skills
Tax research skills
Preferred
Masters of Taxation preferred
CPA, JD, or EA preferred
Benefits
Medical, dental and vision coverage
401(k) retirement plan
Paid parental leave for all parents
Generous unlimited paid vacation
Flexible hours
Company
Santa Barbara Management
Santa Barbara Management is a multifamily office that offers wealth management services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$10.3M2025-01-16Series Unknown· $10.3M
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