Sr. Tax Manager / General Manager

Company: Gilder Search Group
Location: Denver
Posted on: October 19, 2024

Job Description:

CSuite Financial Partners has been engaged by our client, a PE backed professional services company to place a Sr. Tax Manager/General Manager for a Family Office.Location: Denver Metro Area / Hybrid Preferred (relocation available). Remote will be considered on a case-by-case basis.Role Overview:Our client is seeking a Senior Tax Manager / General Manager specializing in Family Office Tax Accounting to join their innovative team.This role holds strategic importance within the firm, focusing on the unique needs of high-net-worth families and partnerships, and plays a vital role in our expansion strategy of integrating specialized tax practices.As part of this role, you will assume leadership within a recently acquired family office and partnership tax practice (most clients $50M - $200M in assets), collaborating with existing leadership to elevate the practice to new heights.The ideal candidate will manage a portfolio of high-value client relationships, engaging in comprehensive tax planning and compliance while actively contributing to business development initiatives.We are looking for a seasoned tax expert who is ready to lead, innovate, and drive business growth in a dynamic environment.This role offers a distinctive opportunity to progress towards partnership and ownership, while managing a profit and loss (P&L) within a rapidly expanding firm.This company is a PE backed rapidly growing leader in the outsourced finance and accounting industry, dedicated to redefining financial management for entrepreneurial ventures and high-net-worth families.Since 2012, the company has built a robust remote-work friendly platform, serving over 1,000 clients with a team of 350+ professionals.Their combined expertise has facilitated clients in raising over $5 billion in equity and debt, showcasing our unwavering commitment to client growth and success.Become part of a dynamic team committed to making a significant impact in the financial landscape of family offices and partnerships.Responsibilities:

• Direct strategic tax planning and compliance for high-net-worth families and partnerships, ensuring optimal financial outcomes and compliance with tax regulations.
• Manage and oversee complex tax filings for family offices and partnerships, demonstrating meticulous attention to detail and a proactive approach to identifying tax-saving opportunities.
• Cultivate and expand client relationships, serving as a trusted advisor and strategic partner in their financial planning and growth objectives.
• Actively engage in business development efforts, contributing to the firm's expansion and enhancement of client services tailored to family office and partnership needs.
• Lead the integration and management of newly acquired family office and partnership tax practices, ensuring seamless transitions and alignment with the firm's standards of excellence.
• Provide leadership, mentorship, and guidance to a team of tax professionals, fostering a culture of excellence and continuous learning within the organization.
• Stay abreast of industry trends and changes in tax laws related to family office and partnership taxation, leveraging this knowledge to benefit the firm and its clients.Qualifications:
  • Active CPA or EA certification.
  • Preferred (but not required) degrees in Accounting, Finance, or related fields.
  • 7 - 15 years of experience in senior tax advisory roles with a focus on family office or UHNW clients, demonstrating a track record of managing client portfolios and driving business development initiatives.
  • Expertise in tax planning, tax compliance, trust planning, and estate planning services.
  • Expert knowledge of relevant federal and state tax codes.
  • Strong leadership and communication skills, with experience in integrating teams and practices within the family office and partnership tax domain.
  • Demonstrated commitment to professional growth and development, with a desire to progress towards a partnership/ownership role within the firm.Compelling attributes for this role:
    • Competitive compensation package, including salary, bonuses, and the potential for equity in a rapidly growing firm.
    • Significant opportunities for professional advancement and development along a partnership/ownership track.
    • Dynamic, supportive, and innovative work environment fostering collaboration and growth.
    • Fully remote work flexibility, promoting a healthy work-life balance.
    • Opportunity to contribute to building a market leader in family office and partnership tax accounting while managing your own client portfolio.Compensation:$140,000 - $200,000
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Keywords: Gilder Search Group, Greeley , Sr. Tax Manager / General Manager, Executive , Denver, Colorado