Senior Business Manager
GHJ
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $170,000 - $190,000 per year
Job Level
About the role
- Prepare and review complex individual, partnership, corporate, and trust tax returns, including multi-state filings
- Lead tax planning, projections, and year-end strategies for high-net-worth clients
- Research and advise on tax issues related to client transactions and new legislation
- Review monthly, quarterly, and annual financial statements and cash flow projections
- Support asset acquisitions, leases, and financing processes, including escrow and lender coordination
- Review insurance coverage and ensure appropriate policies are in place
- Serve as a primary advisor to clients alongside firm Partners
- Participate in client meetings and help manage long-term client relationships
- Maintain the highest level of discretion and professionalism
- Support onboarding of new clients and internal process improvements
Requirements
- Bachelor’s degree in Accounting or related field; Master’s degree preferred
- CPA required
- 7+ years of tax experience in business management, public accounting, or family office environments
- Strong knowledge of tax compliance and planning for individuals, entities, estates, and trusts
- Familiarity with entertainment, digital talent, or high-net-worth income streams strongly preferred
- Excellent communication, organizational, and client-facing skills
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returnstax planningfinancial statementscash flow projectionstax compliancetax issues researchasset acquisitionsleasesfinancing processes
Soft skills
communicationorganizationalclient-facingdiscretionprofessionalismrelationship management
Certifications
Bachelor’s degree in AccountingMaster’s degreeCPA