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Tax Manager

4 months ago

San Francisco, 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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