Job Information
Robert Half Tax Analyst - Wonderful Private Equity Firm - Take a peek in Oakland, California
Description
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn
Position: Senior Tax Analyst
Top Private Equity Firm with a Family Office
Salary: $115-130K (with potential stretch) + Bonus + Equity + Comprehensive Benefits
Join a dynamic investment firm with an exceptional track record and industry reputation. Our team is poised for growth with the imminent close of Fund 9, building upon the success of our $4 billion 8th Fund and expansion into London. As a key member of our collaborative accounting team, you'll have the opportunity for significant exposure to senior leadership, including the CFO, and play a vital role in our continued expansion.
Responsibilities:
Strategize income tax returns for high-net-worth individuals and manage fiduciary returns for our family office where relevant.
Plan and prepare quarterly income tax estimates and annual extensions for individuals.
Conduct tax-related research and respond to notices.
Collaborate with Tax Managers on special projects and upper-tier modeling for tax planning.
Assist in managing tax engagements with third-party providers.
Responsibilities may evolve based on your experience and strengths.
The Ideal Candidate:
3-6+ years of tax experience, preferably with a Big 10 firm, focusing on UHNW/HNW clients and flow-through entities.
Requirements
Benefits and Perks:
Join a high-growth company with a stellar industry reputation.
Work in beautiful offices
Accessible location, convenient for commuting post-SIP via BART.
Annual performance-based bonus and participation in our phantom equity plan for investments made after joining.
Engage in numerous team-building events.
Opportunities for career growth, development, mentorship, and training within a high-performing team.
Plan to Placement:
1st Round: Zoom interview with Tax Director and Manager.
2nd Round: Zoom meetings with 2-4 team members and CFO.
Potential final on-site interview.
Offer stage.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn
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