Tax Supervisor
4 weeks ago
Job Description
Tax Supervisor - Tax Manager
Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office.
The Tax Manager position is for those individuals with experience leading and managing multiple tax engagements, delivering superior tax services to high-net-worth clients. The ideal candidate has at minimum 5 years of tax manager experience managing the completion of complex tax returns.
Job Description:
Deliver extremely high-quality work and high-level client services to high-net-worth clients
Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction
Review and prepare simple and complex federal and state income tax returns for individuals, trusts, and businesses
Approve and sign all returns
Dialogue with Senior Wealth Advisors regarding tax returns and tax planning
Research the implications of tax laws and recent tax legislation
Advise clients and Senior Wealth Advisors on tax-related issues
Prepare tax planning and estimates, year-round
Proactively plan for high-net-worth clients; Roth conversions, charitable gifting, etc.
Keep all staff in the firm informed of changes and developments in the taxation area
Requirements
CPA license
Proficiency preferred, but not required, in Lacerte tax software
Experience in Trust tax returns a must. Strongly prefer experience in foreign tax issues for expats as well.
Obtained minimum 5 years prior experience in public accounting (tax manager or above)
Possess a bachelor’s degree in Accounting or other related fields
Ability to multitask and prepare returns for over 300 clients
Hold excellent interpersonal, oral and written communication skills
Well-rounded in dealing with high-net-worth individuals and businesses, and complex tax issues that accompany those clients
Related Jobs:
Audit Staff - Audit Senior
San Diego, CA
Senior Tax Associate
La Jolla, CA
M&A Investment Banking Analyst / Associate
San Diego, CA
Login
to save this search and get notified of similar positions.
#J-18808-Ljbffr
-
Tax Supervisor
1 month ago
LA JOLLA, CA, United States Robert Half Full timeDescriptionJohn Asdell with Robert Half is partnered with a well-respected La Jolla based public accounting firm that is seeking a Tax Manager. The firm specialized in small to midsize business tax planning and compliance, along with the corresponding tax planning and compliance for the business owners. The firm has been serving the local business community...
-
Financial Planning Supervisor
1 month ago
Mesa, United States Automotive part manufacturer Full timeSUMMARY:This role is responsible for managing and improving the company's accounting and finance programs to ensure compliance with regulations. This includes analyzing and maintaining financial records, preparing budgets and forecasts, and overseeing various projects. The position reports directly to the Corporate Controller.ESSENTIAL DUTIES AND...
-
Financial Planning Supervisor
1 month ago
Mesa, United States Nickerson Talent Solutions Full timeSUMMARY:This role is responsible for managing and improving the organizations accounting and finance programs to ensure compliance with Federal, State and Global regulation. Analyze and maintain accounting records, financial statements, or other financial reports to ensure accuracy, completeness, and conformance to reporting and procedural standards as well...
-
Financial Planning Supervisor
1 month ago
Mesa, United States Nickerson Talent Solutions Full timeSUMMARY:This role is responsible for managing and improving the organizations accounting and finance programs to ensure compliance with Federal, State and Global regulation. Analyze and maintain accounting records, financial statements, or other financial reports to ensure accuracy, completeness, and conformance to reporting and procedural standards as well...
-
Registered Nurse Supervisor-(RN)
2 months ago
La Grange, United States KY DOC KY State Reformat Full timeYou Matter • Make a difference every day in the lives of the underserved • Join a mission driven organization with a people first culture • Excellent career growth opportunities Join us and find a career that supports: • Caring for overlooked, underserved, and vulnerable patients • Diversity, equity, inclusion, and belonging • Autonomy...
-
Travel Nurse RN
6 days ago
La Mesa, United States Cynet Health Full timeWeekly Pay Range - $1975 To $2195 Summary:Home Health RN administers skilled nursing care to patients on an intermittent basis in their place of residence.This is performed in accordance with physician orders and plan of care under the direction and supervision of the Director of Clinical Services/Nursing Supervisor. Reports to Nurse Manager of Unit.Duties...
-
Costa Mesa, California, United States VNS Health Full timeVNS Health is seeking a Registered Nurse (RN) Home Health Field Supervisor for a nursing job in Fairview, New Jersey. Job Description & RequirementsSpecialty: Field SupervisorDiscipline: RNStart Date: ASAPDuration: OngoingEmployment Type: StaffBy providing case management support including clinical intervention, development of care plans, and follow-up...
-
Supervisor, Financial Planning
6 days ago
Mesa, United States Special Devices, Inc. Full timeJob DescriptionJob DescriptionSUMMARYResponsible for the administration and continued development and of DSSA Inc. accounting and finance programs to ensure compliance with Federal, State and Global regulation. Analyze and maintain accounting records, financial statements, or other financial reports to ensure accuracy, completeness, and conformance to...
-
Supervisor, Financial Planning
2 months ago
Mesa, United States Special Devices, Inc. Full timeJob DescriptionJob DescriptionSUMMARYResponsible for the administration and continued development and of DSSA Inc. accounting and finance programs to ensure compliance with Federal, State and Global regulation. Analyze and maintain accounting records, financial statements, or other financial reports to ensure accuracy, completeness, and conformance to...
-
Behavioral Health Counseling Supervisor
2 weeks ago
La Salle, United States The Center for Youth and Family Solutions Full timeSee yourself achieving solutions. Join our team! Perks of Working at CYFS: 37.5 hour work week Paid Time Off: 12 Paid Holidays 15 Paid Vacation Days (increases every 2 years) 8 Paid Sick Days 5 Paid Personal/Wellness Days 3 weeks of Paid Parental Leave Choice of 4 medical plans including PPO and high deductible plans with HSA Dental and Vision...
-
Behavioral Health Counseling Supervisor
2 months ago
La Salle, United States The Center for Youth and Family Solutions Full timeJob DescriptionJob DescriptionSee yourself achieving solutions. Join our team!Perks of Working at CYFS:37.5 hour work weekPaid Time Off:12 Paid Holidays 15 Paid Vacation Days (increases every 2 years)8 Paid Sick Days5 Paid Personal/Wellness Days 3 weeks of Paid Parental LeaveChoice of 4 medical plans including PPO and high deductible plans with HSADental and...
-
Supervisor - Family Support Worker
2 months ago
La Salle, United States The Center for Youth and Family Solutions Full timeJob DescriptionJob DescriptionSee yourself achieving solutions. Join our team!Perks of Working at CYFS:37.5 hour work weekPaid Time Off:12 Paid Holidays 15 Paid Vacation Days (increases every 2 years)8 Paid Sick Days5 Paid Personal/Wellness Days 3 weeks of Paid Parental LeaveChoice of 4 medical plans including PPO and high deductible plans with HSADental and...
-
Utility Worker
2 months ago
Mesa, United States ABM Full timeBenefit Information: ABM offers a comprehensive benefits package. For information about ABM’s benefits, | Front Line Team Members | (Programa de Beneficios de ABM) UTILITY TECHNICIAN The Utility Technician is responsible for performing general cleaning, trash removal and wood breakdown functions within a specific building using Forklift or Cushman...
-
Family Support Worker Supervisor
2 weeks ago
La Salle, United States The Center for Youth and Family Solutions Full timeSee yourself achieving solutions. Join our team! Perks of Working at CYFS: 37.5 hour work week Paid Time Off: 12 Paid Holidays 15 Paid Vacation Days (increases every 2 years) 8 Paid Sick Days 5 Paid Personal/Wellness Days 3 weeks of Paid Parental Leave Choice of 4 medical plans including PPO and high deductible plans with HSA Dental and Vision...
-
Travel Nurse RN
4 weeks ago
La Mesa, CA, United States TravelNurseSource Full timeTravelNurseSource is working with Cynet Health to find a qualified Case Manager RN in La Mesa, California, 91942! Pay Information $2,194 per week About The Position Weekly Pay Range - $1975 To $2195 Summary : Case Manager provide individuals, families, and groups with the psychosocial support needed to cope with chronic, acute, or terminal illnesses....
-
Warehouse Teammate
6 days ago
Mesa, United States Hajoca Corporation Full timeWarehouse Teammate 1908 S Horne, Mesa, AZ 85204, USA ● Mesa, AZ 85204, USA Req #6782 Tuesday, July 16, 2024 Hajoca Corporation is one of the country’s largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of “Service, Integrity,...
-
Travel Nurse RN
1 month ago
La Palma, United States UNI HealthCare Recruiters Full timeUNI is currently seeking RN-House Supervisor for positions in La Palma, CA. The ideal candidate will possess a current CA license. This is a Rotating position in the House Supervisor unit.Estimated Hourly Pay Rate: $Estimated Daily Pay Rate: $RequirementsCurrent ResumeNursing License per stateCurrent BLS and/or ACLS and/or Specialty Certifications2 current...
-
Dialysis Travel RN
2 weeks ago
Costa Mesa, United States Quik Travel Staffing Full timeDialysis Travel Registered Nurse / RN Must have active CA RN License. Assignment Details for our Dialysis Travel Registered Nurse in this location: 13 Week Travel Assignment Acute Setting The Dialysis Travel Registered Nurse provides direct patient care for assigned patients and assists in care of other patients as needed. The Dialysis Travel Registered...
-
Travel Nurse RN
4 weeks ago
Mesa, United States TravelNurseSource Full timeTravelNurseSource is working with Cynet Health to find a qualified PCU RN in Mesa, Arizona, 85202!Pay Information $2,264 per weekAbout The Position Summary :Progressive care nursing jobs involve care for patients requiring close monitoring and frequent assessment, but who aren`t unstable enough to need ICU care. PCU nurses monitor cardiac and other critical...
-
Travel OT
1 month ago
Mesa, United States AlliedTravelCareers Full timeAlliedTravelCareers is working with Cynet Health to find a qualified OT in Sierra Vista, Arizona, 85635!Pay Information$2,098 per weekAbout The PositionSummary:Occupational therapists help people, such as those with disabilities, live independently. Occupational therapists evaluate and treat people who have injuries, illnesses, or disabilities.They help...