We are the premier business management firm in the country, working alongside the world’s top artists in music, film, and television, as well as athletes, executives, and entrepreneurs. We offer a sophisticated range of concierge-style services to meet our clients' lifestyle and financial management needs.

Job Summary

Our Westwood office is seeking a dynamic Tax Manager to lead our tax professionals and oversee the completion of all client tax returns. This role serves as a key liaison between staff and Partners, maintains strong client rapport, and drives strategic tax planning initiatives to ensure full compliance.

Key Responsibilities

• Review & Compliance: Review partnership, individual, trust, and multi-state tax returns and projections.
• Agency Correspondence: Handle federal and state government notifications and assist with audit document gathering.
• Leadership & Mentorship: Provide guidance, research tax issues, and mentor staff toward professional and internal goals.
• Client Relations: Attend client meetings with Partners to build and manage ongoing relationships.

Qualifications & Skills

• Education/Certification: Bachelor’s degree in Accounting or a related field (3.0+ GPA preferred); CPA or EA license required.
• Experience: 7+ years of related tax experience at a public accounting firm or family office, with 5+ years in a leadership role.
• Technical Expertise: In-depth knowledge of tax regulations (Individuals, Corporations, Partnerships, Estates, Trusts) and GAAP. Proficiency with CCH Axcess and MS Office preferred.
• Soft Skills: Strong critical thinking, exceptional communication, attention to detail, and a collaborative, professional demeanor.

Physical Requirements

• Regularly required to sit, talk, hear, and see; occasional standing, walking, crouching, and lifting up to 15 lbs.
• Extended hours may be required during peak tax seasons.

Compensation & Benefits

Salary Range: $130,000 – $160,000 (Commensurate with experience, qualifications, and location)

We offer a comprehensive rewards package designed to support your well-being and financial security:

• Time Off: 20 PTO days annually, 10 paid holidays + 1 floating holiday, and summer hours.
• Financial: 401(k) plan with quarterly employer match contributions.
• Health & Wellness: Comprehensive medical, dental, and vision insurance; Flexible Spending Accounts (FSA); wellness activities.
• Insurance: Company-paid Life/AD&D and Long-Term Disability; voluntary critical illness, accident, and pet insurance options.
• Flexibility: Hybrid work schedules available.