Gerber Kawasaki Wealth

Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Tax and Accounting Manager to be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented professional with strong analytical skills and the ability to deal effectively with clients and management. This a unique opportunity for the right candidate to grow, joining our diverse, well-established, and growing company.

This role is 100% in the office 5 days/week, 8am-5pm; however please note that hours will change during tax season based on the needs and demands of the tax department.

Salary: $135K-$150K, DOE Minimum Qualifications:

• Bachelors in Accounting, Masters preferred
• Active CPA certification
• 5-7 years relevant work experience with an accounting firm, 2 years of public accounting experience
• highly preferred
• 1-3 years of management experience
• Experience working w/ C-Corporations, S-Corporations, Partnerships, and HNW individuals
• Ability to communicate complex tax issues to non-tax professionals and clients
• Experience in multi-national compliance and reporting preferred
• Advanced experience using Microsoft Office, and web-based databases such as Smart Vault,
• Lacerate, QuickBooks
• Understanding of GAAP and ASC 740, preferred
• Experience in working collaboratively across different teams and departments
• Proven ability to juggle multiple projects at a time, while maintaining highest attention to detail
• Demonstrate a sense of urgency, commitment and reliability
• Strong verbal and written communication skills
• Excellent problem-solving and analytical skills



Responsibilities Include:

• Manage the accuracy of tax returns and oversee all aspects of the Company’s tax obligations for various types of entities including C- Corporations, S-Corporations, Partnerships, and HNW Individuals
• Prepare and review supporting schedules for completion of income tax returns
• Review monthly Payroll for business clients
• Review QBO on a monthly, preferred; Quarterly a must for various clients; Work with the
• bookkeeper/accounting to maintain viable financial books and records for the clients and ease
• of tax preparation into the next year
• Manage various tax audits and respond to federal and state agencies inquiries and tax notices
• on behalf of clients and the company
• Prepare AJE and TAJE’s for client books
• Perform research on various tax issues including federal and state income taxes
• Review process and filing calendars to ensure completeness of ongoing filings
• Responsible for managing tax preparation, filing, and planning process for pass through entities
• and their respective HNW individual shareholders
• Responsible for managing the tax process and providing taxation advice to the clients
• Review and analyze financial statements and posting adjusting journal entries
• Prepare tax estimates and/or tax company projections using forecasts
• Maintain a working relationship with selected clients
• Keep up to date on the latest tax updates and regulations

At Gerber Kawasaki, we foster a team approach and as such we have seen our employees thrive and achieve significant career growth. We promote from within and this is a unique opportunity to join our firm in this position. We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, we provide medical and dental coverage, a 401(k) plan, paid vacation, opportunities for advancement, and a vibrant, fun, and family-oriented company culture.

At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.