Tax Manager

2 days ago


Westlake Village, California, United States Holthouse Carlin & Van Trigt LLP Full time
About the Role

We are seeking a highly skilled Tax Manager to join our Estate and Gift Tax group at Holthouse Carlin & Van Trigt LLP. 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
  • Provide tax compliance and advisory services to high net worth individuals, including their closely related businesses, trusts, and exempt organizations.
  • Work closely with clients and their other advisors to advise on income tax issues and related tax planning.
  • Develop and maintain strong client relationships with client personnel and prospective clients.
  • Ability to identify and propose resolutions to complex income tax issues.
  • Experience with individual income tax, gift tax, estate tax, and trust taxation; estate planning experience a plus.
  • Excellent research skills and ability to research complex tax issues.
  • Ensure quality of work product.
  • Oversee planning and scheduling of engagements.
  • Monitor work-flow.
  • Coach/mentor individual team members.
  • Provide formal and informal feedback.
Requirements
  • Has proven experience in leading and supervising a team of seniors and staff accountants.
  • Can learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching.
  • Demonstrated advanced project management skills.
  • Communicate progress to partners.
  • Strong technical aptitude and communication skills.
  • Ability to work independently.
  • Ability to multi-task, prioritize responsibilities, and take initiative on projects.
  • Has high attention to detail.
  • Has a positive attitude and a team player mentality with a can-do spirit.
  • Microsoft Office skills must all be strong.
  • Ability to utilize firm technology to enhance client service.
  • Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required.
  • 5+ years of experience depending on relevant work experience.
  • Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus.
  • Licensed CPA.
What We Offer
  • A competitive salary range of $140,000 to $180,000.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.

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