Premier Financial Search · 10 hours ago
Tax Manager at a Family Office
LA Metro Area
Full-time
Hybrid
Senior Level
$140K/yr - $180K/yr
6+ years expPremier Financial Search is a boutique family office located in West Los Angeles, serving ultra-high-net-worth families. They are seeking a Tax Manager to prepare and review complex tax returns, provide strategic tax planning, and supervise staff, ensuring high-quality service for their prestigious clientele.
Professional ServicesRecruitingStaffing Agency
Hiring Manager
Brianna Rooney
Responsibilities
Prepare and review complex tax returns for individuals, S-corporations, trusts, estates, and gifts
Provide strategic tax planning and compliance oversight for ultra-high-net-worth clients
Collaborate closely with business management and wealth advisory teams
Supervise and mentor staff as needed, ensuring quality and accuracy in all filings
Qualification
Required
6+ years of experience in high-net-worth, ultra-high-net-worth or business management tax
Strong expertise in individual, S-corp, trust, estate, and gift taxation
CPA required
Professional discretion and integrity are essential
Preferred
Prior experience in a business management firm or private client group is highly desirable
Benefits
Exceptional benefits
Incredible work-life balance: No charge hours, paid holidays even during tax season, and flexible hybrid schedule.
Rewarding compensation: Well above market pay, generous benefits, and a culture that values excellence and loyalty.
Company
Premier Financial Search
Premier Financial Search specializes in staffing and recruiting services to the accounting and financial industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Allan Fisher
President / Founder
Company data provided by crunchbase