Tax Manager / Senior Manager - High Net Worth Individuals

March 15

🔄 Hybrid – Bay Area

💵 $130k - $175k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Logo of HCVT

HCVT

Connecting clients with solutions.

Corporate Tax • Partnership Tax • Individual Tax • Consulting and Compliance • State & Local Tax

501 - 1000

Description

• Provides tax compliance and advisory services to High Net Worth Individuals • Leads teams of seniors and staff accountants • Oversees planning and scheduling of engagements • Research complex tax issues • Ensures quality of work product • Monitors work-flow • Coaches/mentors individual team members • Provides formal and informal feedback • Communicates progress to partners • Develops and maintains strong client relationships • Works closely with clients to advise on income tax issues and related tax planning

Requirements

• Undergraduate degree in accounting; Master's in Tax a plus • CPA certificate • Minimum 5 years of tax experience required • Strong technical background in high net worth individual taxation • Strong organizational and management skills • Excellent written, oral communication and documentation skills • Ability to articulate complex tax matters in "business" language • Ability to integrate and team with others • Ability to work effectively in a demanding, fast-paced and complex environment • Strong team player with emphasis on the growth and development of team members • Excellent analytical skills and judgement

Benefits

• Variety of benefits and perks • Healthy and thriving work environment

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