myStartUpCFO · 11 hours ago
Senior Tax Manager / General Manager - Family Offices
Englewood, CO
Full-time
Remote
Senior Level
7+ years exp
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Responsibilities
Possess 7–15 years of experience in tax, including at least 4 years in public accounting, with a strong background in handling transactions for family offices.
Demonstrate extensive experience in handling transactions specific to family offices, ensuring efficient and accurate execution of financial activities.
Deliver white-glove, high-end servicing to high-profile clients, maintaining the highest standards of professionalism and confidentiality.
Manage and prepare complex tax returns for various entities, including real estate holdings, trusts, and family members, ensuring compliance with all relevant tax laws and regulations.
Stay informed of industry trends and tax law changes, proactively advising clients on potential impacts and opportunities to optimize their tax position.
Lead, mentor, and develop a team of 5–6 tax professionals, fostering a culture of excellence and continuous learning.
Demonstrate expertise in managing and preparing complex tax returns, with meticulous attention to detail and a proactive approach to identifying client savings opportunities.
Exhibit the potential and ambition to eventually become a partner, contributing to the firm's long-term success and growth.
Foster and expand client relationships as a key advisor and partner in their financial strategy and growth.
Qualification
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Required
Possess 7–15 years of experience in tax, including at least 4 years in public accounting, with a strong background in handling transactions for family offices.
Demonstrate extensive experience in handling transactions specific to family offices, ensuring efficient and accurate execution of financial activities.
Deliver white-glove, high-end servicing to high-profile clients, maintaining the highest standards of professionalism and confidentiality.
Manage and prepare complex tax returns for various entities, including real estate holdings, trusts, and family members, ensuring compliance with all relevant tax laws and regulations.
Stay informed of industry trends and tax law changes, proactively advising clients on potential impacts and opportunities to optimize their tax position.
Lead, mentor, and develop a team of 5–6 tax professionals, fostering a culture of excellence and continuous learning.
Demonstrate expertise in managing and preparing complex tax returns, with meticulous attention to detail and a proactive approach to identifying client savings opportunities.
Exhibit the potential and ambition to eventually become a partner, contributing to the firm's long-term success and growth.
Foster and expand client relationships as a key advisor and partner in their financial strategy and growth.
Must be a Certified Public Accountant (CPA) or Enrolled Agent (EA).
Proven ability to lead and develop a team, demonstrating strong leadership qualities.
Company
myStartUpCFO
MyStartUpCFO is an accounting firm that offers outsourced CFO, bookkeeping, taxation, fundraising, financial modeling & budgeting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
L
Lucy Dathan
Consultant CFO
Company data provided by crunchbase
