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Tax Manager

3 months ago

Mountain View, United States Creative Financial Staffing Full time
Tax Manager - High Net Worth Clients
  • As Tax Manager you'll use your tax knowledge by applying your technical skills to assigned projects under direct guidance from the Partner; The Tax Manager will gain an understanding of the client's financial, business and family goals
  • Review, manage/coach seniors and staff as well as prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Partner
  • Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Experience:

  • BA/ degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
  • 5-10 yrs. experience dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning.

Skills:

  • Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

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