🚨 Tax Manager | Family Office
📍 Southern California-Based Family Office | 100% REMOTE
💼 CPA Required | Experience with UHNW individuals a plus
✒️ Salary: $150K-$180K DOE, potential bonus, generous Benefits, 401K & match, Generous PTO
Join a Growing Family Office Where You'll Be a True Tax Partner
We're partnering with a rapidly growing Southern California-based family office seeking a Tax Manager to oversee tax and financial operations across a sophisticated portfolio of operating companies, investments, and high-net-worth interests.
This is an outstanding opportunity for an early to mid-career tax professional who want to get out of a CPA firm! Someone who wants broad exposure, significant autonomy, and the chance to grow alongside an entrepreneurial organization. You'll work directly with ownership, helping manage a portfolio of approximately $100M–$200M in assets, while serving as a trusted tax and financial advisor across multiple entities.
What You'll Do
- Lead tax functions across multiple entities (10+)- returns in 30+ states
- Prepare and review federal and state business and individual tax returns
- Oversee day-to-day accounting operations and ensure accurate financial reporting
- Manage banking relationships, financing activities, and lender communications
- Support investment analysis and financial decision-making
- Partner directly with ownership on strategic financial initiatives
- Improve processes, implement efficiencies, and leverage technology where possible
- Serve as the internal accounting and tax expert for the organization
What We're Looking For
- 5+ years of experience in tax - ideally working with UHNW individuals
- Active CPA license (California preferred, open to other states)
- Bachelor's degree in Accounting, Finance, or Business
- Experience preparing business and individual tax returns
- Strong full-cycle accounting and bookkeeping background
- Experience supporting multiple entities, holding companies, or complex ownership structures
- Public accounting experience combined with private industry experience is highly desirable
- Knowledge of banking relationships, lending, investments, and financial reporting
- Excellent communication and relationship-building skills
- Self-motivated, resourceful, organized, and comfortable working independently
- Someone who enjoys wearing multiple hats in a fast-paced, entrepreneurial environment
************ US CANDIDATES ONLY - CALIFORNIA OR TEXAS HIGHLY PREFERRED *********
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
Skills Required
- 5+ years of tax experience
- Active CPA license (California preferred, other states accepted)
- Authorized to work in the United States without visa sponsorship
- Bachelor's degree in Accounting, Finance, or Business
- Experience preparing federal and state business and individual tax returns
- Strong full-cycle accounting and bookkeeping background
- Experience supporting multiple entities, holding companies, or complex ownership structures
- Knowledge of banking relationships, lending, investments, and financial reporting
- Excellent communication and relationship-building skills
- Public accounting experience combined with private industry experience
- Experience working with ultra-high-net-worth (UHNW) individuals
- Comfortable working independently in a fast-paced, entrepreneurial environment
What We Do
The true performance of your business shouldn’t be a mystery. TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries. Our mission is to improve business owners’ lives through excellent financial management. As a fully scalable accounting and finance team, we work as a natural extension our client’s business, tailoring our services to fit their specific needs. We provide timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of their business. Disclaimer: Services being offered do not require a state license.
