Menlo Park, CA
Managed by Jobot Pro
Based on Experience
A bit about us:
We structure and manage your family’s comprehensive tax profile which includes individuals, trusts, pass-through, charitable and wealth-transfer entities. We integrate our continuous, year-round planning into the preparation of your tax returns, estimated tax, and year-end projections.
Why join us?
Great mid-size company, we care about our clientele and employees.
A family advisory firm with very experienced partners.
We do everything in taxation and adjust with the market.
5% matching dollar for dollar on 401 K
Multiple options for healthcare.
Tax Manager onsite in Menlo Park or Austin TX, CPA or EA. Working with partnerships and pass-throughs.
The main clientele is around 50 million and above, some individual experience is needed.
Pluses- Trust & Estate and non-profit experience.