Remote HNW/UHNW Tax Manager

Remote, Private Equity/ Wealth management firm. Work life balance/ flexibility, 5% matching 401 K, annual raises, with 10% annual bonuses.

  • REMOTE
  • Palo Alto, CA
Easy Apply Now

A bit about us:

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us?

Remote
5% dollar for dollar matching on 401 K
10% annual bonus, annual raises 5+%
Great Benefits
Family Culture, not crazy hours due to being more of an advisory firm rather than pure Public accounting.
We've placed candidates who love this company!

Job Details

Tax Manager, CPA or EA.
Remote- preference to West Coast
Working on mainly Complicated K-1 returns for UHNW- 50+ million- the average clientele is 100 million, some partnership experience.


Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
REMOTE
Job Type
Permanent