High Net Worth Tax Manager

4 weeks ago


Santa Ana, California, United States Hire Resolve USA Full time

Hire Resolve USA is partnering with a leading accounting firm to find a highly skilled Tax Planning Specialist for High Net Worth Individuals to join their team.

As a Tax Planning Specialist, you will be responsible for providing expert tax advice and services to high net worth individuals and families.


Key Responsibilities:
Manage a portfolio of high net worth individual clients
Develop and implement tax planning strategies
Review and oversee the preparation of complex personal tax returns
Provide guidance and support on tax-related matters
Stay updated with changes in tax laws and regulations
Build and maintain strong relationships with clients
Manage and supervise a team of tax professionals

Requirements:
Minimum of 5 years of experience in high net worth tax planning and compliance
Strong understanding of tax laws and regulations
CPA or EA certification preferred
Bachelor's degree in accounting or related field
Proficiency in tax software and Microsoft Office Suite
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to lead and manage a team

Benefits:
Competitive salary based on experience
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Family Leave (Maternity, Paternity)
Training & Development
Paid Time Off (PTO) (if applicable)

Our Client:
A leading accounting firm with a strong reputation for providing expert tax advice and services to high net worth individuals and families.

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