Tax Manager

Job Description

Job Description

In a world of noise, we find the signal — the pulse of potential. We weave the strands of talent, vision, and purpose into organizations that endure. Blending intelligence with intuition, we honor the human art of connection at the heart of every great company.

At Signal & Strand

We build teams for the kinds of enterprises that sit quietly behind the headlines — family offices, private partnerships, and multigenerational holdings that balance legacy with growth. Our role is to identify the people who bring rigor, judgment, and trust to that work.

On behalf of our client, a privately held family office with a diverse portfolio of investments, operating companies, trusts, and philanthropic initiatives, we're seeking a Senior Accountant / Tax Manager with deep tax expertise . This person will serve as both technician and advisor — ensuring precision in the details while shaping the financial architecture that supports long-term stewardship.

What You'll Do

Financial Stewardship

Manage day-to-day accounting across multiple entities — partnerships, trusts, foundations, and operating companies.

Prepare and analyze financial statements; consolidate reporting and ensure accuracy across ledgers.

Oversee monthly and annual closes, reconciliations, and journal entries.

Partner with investment managers and custodians to maintain real-time insight into performance and liquidity.

Tax Leadership

Lead and review complex tax filings (individual, partnership, trust, foundation).

Partner with external advisors to ensure filings are timely, compliant, and strategically informed.

Develop and implement tax strategies aligned with long-term investment, estate, and philanthropic objectives.

Stay attuned to evolving tax legislation, translating complexity into clear, actionable guidance.

Strategic Partnership

Collaborate closely with principals, attorneys, and external advisors on structuring, transactions, and planning.

Contribute to the refinement of internal controls, processes, and policies.

Serve as a financial translator — connecting accounting detail to broader strategic priorities.

What You Bring

CPA credential not required, but helpful.

7–10+ years of progressive accounting experience, with strong tax specialization.

Expertise in partnership, trust, and high-net-worth individual taxation.

Experience with diverse holdings : private equity, real estate, operating companies, and philanthropic entities.

Advanced proficiency in accounting systems and Excel; experience in a family office setting preferred.

Exceptional integrity, judgment, and communication skills.

Who You Are

You're steady in the details but fluent in the big picture. You approach finance as stewardship — understanding that clarity and structure create space for vision and growth. You're collaborative, measured, and quietly confident, bringing order to complexity and insight to every conversation.

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Base Compensation Range

$125,000—$165,000 USD

Equal Opportunity & Non-Discrimination Statement

Signal and Strand is an Equal Opportunity Employer. We—and our clients—do not discriminate in employment or contracting on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, military or veteran status, or any other characteristic protected under applicable federal, state, or local laws.

We comply fully with the provisions of the U.S. Equal Employment Opportunity Commission (EEOC) and the California Fair Employment and Housing Act (FEHA). All employment decisions are made based on qualifications, merit, and business needs. We are committed to providing a workplace that is inclusive, respectful, and free from discrimination, harassment, and retaliation.