Senior Tax Manager
Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
Who We are Seeking:
- Someone looking to take the tax services to the next level for their clients
- Possesses excellent interpersonal skills
- Someone who demonstrates determination and commitment
- Someone who has an entrepreneurial mindset
What You'll Do:
The essential functions include, but are not limited to the following:
As the Tax Manager, you will:
- Establish and grow the firms tax services department, including managing and training other highly capable and qualified team members
- Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates
- Provide audit support and represent clients before tax authorities
- Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations
- Collaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client’s financial plan and goals
- Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients
Experience:
- Must meet background check and fingerprinting requirements
- 5+ years of prior experience in tax compliance and broad knowledge of tax issues
- Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies.
- Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
- Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Bachelor’s degree in accounting, finance, or related field
- Certified Public Accountant license in California active and in good standing required.
Compensation:
The expected pay for this role is up too 210K annually. The actual compensation will be determined based on experience.