High Net Worth Tax Director
5 days ago
Key Responsibilities:
- Lead client meetings and work with internal teams to develop client planning opportunities.
- Perform technical tax review and approval of all tax returns for clients of the firm.
- Communicate effectively across the many functions of the firm regarding client matters.
- Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
- Acts as a resource for tax preparers/specialists on specific tax issues and/or questions.
- Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients, including tax blogs and articles.
- Manages and leads governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Supervises members of the tax team and provides on-the-job training.
- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
- Possesses a complete knowledge of the firm's philosophy and its positions on tax issues.
- Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Assists in the client pursuit process (developing proposals, presenting at client pitch meetings, etc.).
- Proactively continues to grow professional network and attends or participates in specific industry events.
- Participates in thought leadership applicable to the individual's functional area.
- Collaborates with peers in other GHJ departments promoting and identifying potential cross-selling opportunities.
- Takes ownership of billing process for their clients and is actively engaged in the AR collection process.
- Works to effectively plan engagement including addressing any complex issues in advance of the start of the project.
- Identifies value-added projects and opportunities for expanded client business.
- Presents and regular engagement on social media networking platforms (e.g. LinkedIn).
- May lead a tax department or firm initiative.
- 10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research.
- Bachelor's degree in Accounting, Business, or related equivalent.
- Masters of Science degree in Taxation or a J.D. highly preferred.
- CPA certification required.
- Prior leadership of client engagements and supervisory experience of managers and staff.
- Participation in career development program to improve managerial, communication, and interpersonal skills.
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeJob DescriptionWe are seeking a highly experienced Tax Director to lead our client engagements for high net worth clients. The successful candidate will have a proven track record of handling complex tax matters and will be responsible for developing and implementing tax strategies to meet the needs of our clients.Key ResponsibilitiesLead client engagements...
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeJob SummaryWe are seeking a highly experienced Tax Director to lead our high net worth client engagements. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert tax advice, and ensuring the delivery of high-quality services.Key ResponsibilitiesLead client engagements for...
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeAbout the RoleWe are seeking a highly skilled Tax Director to lead our team in providing exceptional tax services to high net worth clients. As a Tax Director, you will be responsible for managing client relationships, developing tax strategies, and ensuring compliance with tax laws and regulations.Key ResponsibilitiesLead client engagements and develop tax...
-
High Net Worth Tax Director
2 weeks ago
San Jose, California, United States GHJ Full timeJob Title: High Net Worth Tax Managing DirectorWe are seeking a highly experienced and skilled Tax Managing Director to lead our client engagements for significant clients of the firm. The ideal candidate will have a proven track record of handling complex tax matters, developing client relationships, and supervising tax teams.Key Responsibilities:Develop...
-
Tax Manager for High-Net-Worth Individuals
5 days ago
San Jose, California, United States Armanino Full timeJob SummaryAs a Tax Manager at Armanino, you will play a key role in providing tax consulting services to high-net-worth individuals and their closely held businesses. Your expertise will be essential in ensuring compliance with tax laws and regulations, as well as identifying opportunities for tax planning and optimization.Key ResponsibilitiesReview and...
-
High Net Worth Tax Senior Manager
4 weeks ago
San Diego, California, United States Withum Smith+Brown P.C. Full timeJob Title: High Net Worth Tax Senior ManagerWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum Smith+Brown P.C. as a High Net Worth Tax Senior Manager. In this role, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key Responsibilities:Provide tax...
-
Ultra-High Net Worth Wealth Manager
1 month ago
San Jose, California, United States Leah Yosef International Full timeSenior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Leah Yosef International. As a key member of our multi-family office, you will be responsible for managing ultra-high net worth client relationships, providing comprehensive wealth management, complex tax and estate planning strategies, investment management,...
-
Ultra High Net Worth Wealth Strategist
3 weeks ago
San Jose, California, United States Leah Yosef International Full timeSenior Wealth Advisor OpportunityOverviewLeah Yosef International is seeking a seasoned Senior Wealth Advisor to manage complex relationships with ultra-high net worth clients. The ideal candidate will possess extensive experience in comprehensive wealth management, tax and estate planning, investment management, and family office services.Key...
-
Tax Manager
1 month ago
San Francisco, California, United States CPS Full timeJoin Our Team as a Tax ManagerCPS, a leading regional CPA firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects for high-net-worth individual clients.Key Responsibilities:Review and analyze complex tax returns to ensure accuracy...
-
High Net Worth Tax Senior Manager
4 weeks ago
San Diego, California, United States Withum Full timeAbout the RoleWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesProvide tax planning and compliance services to high net worth individuals and...
-
High Net Worth Tax Senior Manager
5 days ago
San Francisco, California, United States Withum Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesReview and prepare individual, fiduciary, gift, and business tax returns for accuracyResearch and draft...
-
High Net Worth Tax Senior Manager
1 week ago
San Diego, California, United States Withum Full timeAbout WithumWithum is a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our High Net Worth team. The successful candidate will have a strong...
-
San Jose, California, United States Leah Yosef International Full timeSenior Wealth Advisor RoleOverviewLeah Yosef International seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (20M – 1 Billion net worths) in a comprehensive wealth management capacity.Key ResponsibilitiesAdvise 20+ ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and...
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeJob Summary:We are seeking a highly skilled Tax Managing Director to lead client engagements for several significant clients of the firm. The ideal candidate will have extensive experience in public accounting (tax) and a proven ability in handling tax complexity, scope, and research.Key Responsibilities:Develop and lead client relationships with existing...
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeJob Summary:GHJ is seeking a highly experienced Tax Managing Director to lead client engagements for several significant clients of the firm. The ideal candidate will have a proven track record of handling tax complexity, scope, and research, and will be responsible for developing existing client relationships and working with business owners on both their...
-
High Net Worth Tax Director
1 week ago
San Jose, California, United States GHJ Full timeJob Summary: We are seeking a highly experienced Tax Managing Director to lead client engagements for significant clients of our firm. The ideal candidate will have a proven track record of developing existing client relationships and working with business owners on both their business and personal taxes. The role requires advanced technical skills in a...
-
High Net Worth Tax Senior Manager
5 days ago
San Francisco, California, United States Withum Full timeWe are seeking a highly skilled Tax Senior Manager to join our team at Withum. As a key member of our tax department, you will be responsible for providing exceptional client service and leading tax planning initiatives for high net worth individuals and families.Key responsibilities include:Reviewing and preparing complex tax returns, including individual,...
-
High Net Worth Tax Senior Manager
4 days ago
San Francisco, California, United States Withum Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Withum. As a key member of our tax department, you will be responsible for providing exceptional tax services to our high net worth clients.Key ResponsibilitiesReview and prepare individual, fiduciary, gift, and business tax returns for accuracyResearch and draft tax...
-
High Net Worth Insurance Specialist
2 weeks ago
San Diego, California, United States Jobot Full timeJob Title: HNW Personal Lines Account ManagerThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key Responsibilities:Serve as the primary point of contact for high net worth clients, providing expert advice and...
-
High Net Worth Insurance Specialist
4 weeks ago
San Diego, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...
