Tax Manager

Company: Attunement Search
Location: Pleasant Hill
Posted on: April 1, 2026

Job Description:

Confidential Job Description: Tax Manager – Family Office (East Bay, Walnut Creek) Position: Tax Manager Industry: Family Office Location: East Bay, Walnut Creek (4 days in-office) Salary: $150,000 - $200,000 Benefits: Generous benefits package including SIMPLE IRA Position Summary: We are seeking a Tax Manager to join a prestigious family office in Walnut Creek. This is an exciting opportunity for someone with 6 years of progressive tax experience, ideally in individual taxation, to contribute in a fast-paced, dynamic environment. You will be mentored by the Tax Director to enhance your technical skills and take on new challenges, while also enjoying the work-life balance that distinguishes family offices from public accounting firms. This position is ideal for a highly organized, detail-oriented individual with a collaborative, Type-A personality who thrives in a team-focused setting. The successful candidate will have a strong technical background in individual, partnership, and S-Corp taxation, tax planning, and structuring, as well as a desire to grow and take on greater responsibilities within the family office environment. Key Responsibilities: - Manage and oversee individual, partnership, and S-Corp taxation - Conduct tax technical research and provide strategic tax planning and structuring advice - Perform quarterly individual tax projections, computations, and analysis - Supervise and coordinate additional tax filings, including sales, payroll, and property tax filings - Collaborate with external consultants and vendors, fostering strong working relationships - Take on new challenges and responsibilities in a non-routine environment with opportunities for growth and development Required Experience and Skills: - Minimum 6 years of relevant tax experience, ideally at a Big 4 or large regional accounting firm - Strong technical proficiency in individual and partnership taxation, tax planning, and structuring - Willingness to take on a range of tax filings, from sales tax to payroll tax and property tax - Proficiency in NetSuite and BNA Income Tax Planner - Proven ability to manage multiple projects in a fast-paced environment - Strong attention to detail and a commitment to getting the job done - CPA, MS in Taxation, or EA preferred - Ability to thrive in a collaborative, mentorship-driven environment Culture Fit: - Type-A, detail-oriented, with a passion for organization and high-quality work - Humble, coachable, and willing to be mentored by senior leadership - Independent, proactive, and able to work effectively in a small, close-knit team - Strong communicator who values teamwork and treats colleagues with respect - Committed to continuous learning and development Interview Process: In-office interview (half-day), 4 days a week in-office work schedule.

Keywords: Attunement Search, Tracy , Tax Manager, Accounting, Auditing , Pleasant Hill, California