High Net Worth Tax Manager

March 11

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Be A Catalyst For Growth And Success

Certified Public Accountants and Consultants • Forensic and Valuation • Private Client Services • Tax • Business Advisory

1001 - 5000

Description

• Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy • Researching and drafting tax memorandums involving complex tax matters • Identifying and implementing tax planning opportunities • Handling and resolving tax controversies • Having conversations with clients to provide insight and individually tailored solutions • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly • Serving in professional development programs as an instructor or discussion leader

Requirements

• Bachelor's degree in accounting • Active CPA or a Master of Science in Taxation • Expertise in California taxation • 7+ years prior experience working in the tax department of a public accounting firm • At least 2 years of detailed tax review which includes experience with 1040s; specifically, in the areas of: Employee stock option reporting and planning, Multi-State taxation, Schedule C and Single Member LLC, Complex K-1s and brokerage statements • Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships • Ability to manage multiple engagements, complete projects, spot tax issues and tax planning opportunities in a rapidly growing, fast-paced, interactive, results-based team environment • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client's management • Excellent analytical, organizational, project management skills, and strong attention to detail

Benefits

• Competitive base compensation • Competitive benefits package • Bonus program based on individual and firm performance