High Net Worth Tax Professional

4 weeks ago


Santa Ana, California, United States Hire Resolve Full time
Job Summary

Hire Resolve is partnering with a leading accounting company to find a highly skilled High Net Worth Tax Manager to join their team. As a High Net Worth Tax Manager, 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
  • US Citizen
Benefits
  • Salary: $100K/yr - $130K/yr, salary negotiable
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Paid Time Off (PTO) (if applicable)

Hire Resolve is a premier recruitment firm dedicated to finding top talent for our clients. We are committed to providing exceptional service and support to our candidates and clients.



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