Tax Manager

7 days ago


San Francisco, California, United States Ascendion Full time

Job Description: As a Tax Manager specializing in ultra high net worth clients, you will play a pivotal role in managing our clients' complex tax needs. This role requires a deep understanding of tax laws and regulations, as well as the ability to navigate intricate financial structures with precision and expertise.

Key Responsibilities:

  • Develop and implement tax strategies to optimize our clients' financial positions while ensuring compliance with relevant tax laws and regulations.
  • Provide personalized tax planning and advisory services to ultra high net worth individuals, families, and their associated entities.
  • Oversee the preparation and review of complex tax returns, including individual, partnership, trust, and estate tax filings.
  • Collaborate closely with our wealth management team to integrate tax strategies into overall financial planning initiatives.
  • Stay abreast of changes in tax legislation and industry trends to proactively advise clients on potential impacts and opportunities.

Qualifications:

  • Bachelor's degree in Accounting or related field; CPA certification preferred.
  • Experience in tax planning and compliance, with a focus on serving ultra high net worth clients.
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Exceptional analytical skills and attention to detail, with the ability to navigate complex financial structures.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues alike.
  • Proven ability to work effectively in a fast-paced, deadline-driven environment.

Why Join Us:

  • Competitive salary and benefits package, including health insurance, retirement plans, and professional development opportunities.
  • Opportunity to work with a prestigious client base and make a meaningful impact on their financial success.
  • Collaborative and supportive work environment with opportunities for career growth and advancement.
  • Convenient location in the heart of San Francisco's Financial District, with easy access to public transportation and a vibrant cityscape.

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