What are the responsibilities and job description for the Managing Tax Director - Family Office, LA position at Agreus?

Managing Tax Director – Family Office, LA

A highly respected organisation specialising in providing tailored financial and advisory services to clients with significant wealth and complex financial needs is seeking a Managing Tax Director. The team delivers a wide range of solutions, including accounting, tax compliance, financial strategy, and business management. The organisation fosters a culture of excellence, innovation, and collaboration to ensure clients receive top-tier service and support to achieve their professional and personal goals.

Position Summary

The Managing Tax Director role requires an experienced and detail-oriented professional with exceptional organisational skills, a proactive approach, and the ability to manage multiple priorities in a dynamic environment. The individual in this position must demonstrate strong communication skills and a commitment to working collaboratively with team members to achieve shared objectives.

Key Responsibilities

Reviewing, overseeing, and preparing complex income tax returns, including Corporations, Partnerships, and Individual filings.
Ensuring quality control review for all financial statements.
Managing the planning, compliance, and facilitation of international tax matters, including waivers and tax returns.
Overseeing and reviewing estimated tax payments.
Developing, implementing, and maintaining financial and tax reporting policies and procedures.
Providing oversight and review of :

Year-end shareholder bonus processes.

Tax preparation workpapers and investment reconciliations.

Calculation and distribution of W-2s and 1099s.

Tax correspondence and management of tax audits.

Quarterly and annual payroll tax returns.

Comprehensive tax planning strategies.

Facilitating entity formation and dissolution processes, including obtaining organisational documents, FEIN applications, and required filings.

Training and mentoring team members on best practices in tax compliance and reporting.

Filing annual reports, franchise tax returns, and other required state filings.

Preparing and reviewing client invoices for tax services.

Supervising team members in supporting and managing client operations.

Executing special projects and assignments as directed by leadership.

Required Skills and Qualifications

Extensive experience preparing and reviewing various types of tax returns, as well as financial statement reviews.

Proficiency with financial and tax software, including QuickBooks, Excel, and CCH.

Strong academic background with a BS in Accounting, Finance, or Economics. Advanced degrees such as a Master’s in Taxation or MAcc are preferred.

Active CPA licence required, with preference given to candidates licenced in TN or CA.

15 years of experience in tax and accounting services, including recent experience serving high-net-worth individuals and managing complex tax matters.

10 years of leadership experience in a family office, business management firm, public accounting firm, or comparable environment.

Proven ability to commute to and work on-site at the office.

The organisation offers a collaborative and rewarding work environment with opportunities for professional growth. Candidates with a passion for providing exceptional service and a desire to contribute to a dynamic team are encouraged to apply.

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Managing Tax Director - Family Office, LA

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