Connecting clients with solutions.
Corporate Tax • Partnership Tax • Individual Tax • Consulting and Compliance • State & Local Tax
March 15
🔄 Hybrid – Bay Area
Connecting clients with solutions.
Corporate Tax • Partnership Tax • Individual Tax • Consulting and Compliance • State & Local Tax
• 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
• 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
• Variety of benefits and perks • Healthy and thriving work environment
Apply Now