Walnut Creek, CA30+ days ago
What you will do: Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: • Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns • Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations • Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients • Support the growth and development of team members. Successful candidates will have: • Bachelor's degree in accounting from an accredited college/university • Licensed CPA, JD, or EA • Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm • Two (2)+ years of supervisory experience, mentoring and counseling associates • Demonstrated management, analytical, organization, interpersonal, project management, communication skills • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects • Highly developed software and Microsoft Suite skills • Eligibility to work in the U.S. without sponsorship preferred.