Tax Manager - Hybrid
Tax Manager
Location: Mountain View, CA or Austin, TX (Hybrid / Partial Remote Work Availability)
Position Type: Full-Time, Permanent
Compensation: $125,000 - $185,000 Base + Individual & Team Bonuses
The Role
We are seeking a Tax Manager to join our premier professional services firm. In this role, you will lead the implementation of complex tax projects and prioritize multiple work streams for ultra-affluent individuals and families, specifically highly entrepreneurial and tech-savvy wealth owners. Collaborating closely with other tax team members and partners, you will play a critical role in integrating our core tax solutions with our comprehensive family office services, including estate planning, philanthropy, risk management, and EMFR.
Key Responsibilities
Engagement & Workflow Leadership: Assist in managing client engagement teams, directing daily workflows, and providing high-level compliance and consulting services.
Advanced Tax Planning: Partner with the tax team and partner group to deliver sophisticated tax planning, custom entity structuring, and multifaceted wealth solutions.
Practice Management: Assist in developing engagement budgets, determining resource requirements, and managing quarterly billing and annual retainers.
Team Development: Train, motivate, and develop staff, senior, and supervisor-level professionals to foster an engaged, successful team.
Operational Excellence: Oversee project delivery timelines to ensure precise execution of tax services that align with client goals.
Requirements
Experience: 5+ years of full-time tax compliance experience focused on ultra-affluent individuals/families, partnerships, trusts, and not-for-profit entities.
Credentials: Active CPA license or Enrolled Agent (EA) designation required.
Education: Bachelor's degree in Accounting; Master's in Taxation is preferred.
Technical Expertise: Experience with multi-state filing, foreign income reporting, gift/estate tax, and complex capital transactions-including equity compensation (stock options, restricted stock, and 10b5-1 plans).
Software Proficiency: Deep familiarity with advanced tax technologies such as CCH Axcess Tax, BNA Income Tax Planner, Checkpoint RIA, and advanced MS Excel capabilities.
Attributes: Strong organizational skills, keen attention to detail, excellent analytical problem-solving abilities, and strong communication skills.
Why Join Us?
We are an employer of choice dedicated to supporting a sophisticated, forward-thinking workspace that matches high-level technical challenges with excellent professional advancement.
Financial Incentives: Competitive market salaries supplemented by individual and team performance bonuses.
Retirement & Security: Comprehensive 401(k) plan featuring company-matching contributions.
Health & Wellness: Access to a full, premium range of medical, dental, vision, and additional tailored wellness plans.
Modern Flexibility: A collaborative hybrid work environment supporting an efficient balance between our Mountain View or Austin hubs and remote work.
Apply Today: Please submit your resume to take the next step toward a premier management track within our family office team.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 07/21/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at
[email protected] to make arrangements.
