Tax Manager

1 day ago


Pasadena, California, United States Holthouse Carlin & Van Trigt Full time
Job Title: Tax Manager

At Holthouse Carlin & Van Trigt, we are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for providing tax compliance and advisory services to high net worth individuals, including their closely related businesses, trusts, and exempt organizations.

Key Responsibilities:
  • Provides tax compliance and advisory services to high net worth individuals, including their closely related businesses, trusts, and exempt organizations.
  • Leads teams of seniors and staff accountants.
  • Oversees planning and scheduling of engagements.
  • Researches complex tax issues.
  • Ensures quality of work product.
  • Monitors work-flow.
  • Couches/mentors individual team members.
  • Provides formal and informal feedback.
  • Communicates progress to partners.
  • Develops and maintains strong client relationships with client personnel and prospective clients.
  • Works closely with clients to advise on income tax issues and related tax planning.
Requirements:
  • Undergraduate degree in accounting; Master's in Tax a plus.
  • CPA certificate.
  • Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation.
  • Strong organizational and management skills.
  • Excellent written, oral communication and documentation skills.
  • Ability to articulate complex tax matters in business language.
  • Ability to integrate and team with others.
  • Ability to work effectively in a demanding, fast-paced and complex environment.
  • Strong team player with emphasis on the continued growth and development of team members.
  • Excellent analytical skills and judgement.

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