RESPONSIBILITIES • Prepare complex individual, partnership, trust, gift and tax-exempt entity tax returns • Perform review of tax returns prepared by tax staff • Serves as a technical resource and mentor for tax staff • Identify tax issues or planning opportunities • Assist in tax research • Review and draft responses to tax notices • Assist with client billing
ACCOUNTABILITIES • Demonstrates time management and organizational skills to meet client and tax compliance deadlines • Self-directed and self-motivated work ethic that contributes to the client service team by producing quality work • Demonstrates excellent verbal and written communication skills • Strong attention to details
DESIRED QUALIFICATIONS • Bachelor’s degree in Accounting or related field • MST and CPA certification highly desirable • Minimum 2 years public accounting experience in taxation
We are your advocate and trusted advisor.
Catalyst Family Office, LLC is a premier multi-family office that serves ultra-affluent entrepreneurs, venture capitalists, executives and their families. We originate from Silicon Valley’s first multi-family office, myCFO, where we defined this expertise since 1999. We are an independent firm with unbiased advice and thoughtful solutions.
Great wealth brings complexity. We take your interdependent financial pieces and seamlessly bring them all together with full transparency in taxation, cash flows, financial reporting, and intergenerational impact.
At Catalyst Family Office LLC, we are building the next generation of wealth management. Our multi-faceted approach is based upon a suite of services developed specifically for ultra-affluent clients.
We bring together deep technical experience and high-touch client service. We understand and solve problems with strategic advice, care, and a sense of urgency.
We work closely with clients to identify individual goals and specific needs and develop a comprehensive wealth strategy for each generation.
We understand your complexity and will customize our deliverables to your specific family needs.