OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners is seeking a Tax Manager to lead a growing tax department, providing high-touch tax planning, compliance, and advisory services to high-net-worth clients. The role involves managing an offshore team for tax preparation and filing, leading client meetings, and collaborating with internal teams to ensure comprehensive federal and state tax compliance. This position emphasizes strategic guidance and client engagement within a rapidly expanding RIA firm.
OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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OnePoint BFG Wealth Partners didn’t post a salary, so this is our estimate from similar listings.