High Net Worth Tax Director
4 weeks ago
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 business and personal taxes.
Key Responsibilities:
- Lead client engagements as the tax engagement leader, building client relationships with existing and new clients of the firm.
- 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.
- Delegate, manage, and perform tax research projects to achieve an accurate and efficient product.
- Act as a resource for tax preparers/specialists on specific tax issues and/or questions.
- Communicate to the appropriate firm personnel important tax and tax developments affecting the firm's clients, including tax blogs and articles.
- Manage and lead governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Supervise members of the tax team and provide on-the-job training.
- Work to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
- Possess a complete knowledge of the firm's philosophy and its positions on tax issues.
- Maintain knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Assist in the client pursuit process (developing proposals, presenting at client pitch meetings, etc.).
- Proactively continue to grow professional network and attend or participate in specific industry events.
- Participate in thought leadership applicable to the individual's functional area.
- Collaborate with peers in other GHJ departments promoting and identifying potential cross-selling opportunities.
- Take ownership of billing process for their clients and be actively engaged in the AR collection process.
- Work to effectively plan engagement including addressing any complex issues in advance of the start of the project.
- Identify value-added projects and opportunities for expanded client business.
- Possess excellent oral & written communication skills, self-starting ability, strong interpersonal skills, and strong coaching skills.
Requirements:
- 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.
About GHJ:
GHJ is an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. We are committed to equal opportunity employment and prohibit discrimination against any applicant or employee based on any legally-recognized basis.
-
High Net Worth Tax Director
4 weeks 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 weeks 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 weeks 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...
-
Tax Manager for High-Net-Worth Individuals
4 weeks 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 Director
3 weeks ago
San Francisco, California, United States Baker Tilly US, LLP Full timeBaker Tilly US, LLP Tax Director - High Net Worth PositionBaker Tilly US, LLP is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Responsibilities: Be a trusted member of the engagement team providing various...
-
High Net Worth Tax Senior Manager
4 weeks 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
4 weeks 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...
-
High Net Worth Tax Director
4 weeks 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 individual, gift, trust, and estate tax returns, as well as partnerships, S Corporations, and Corporate tax filings. Key Responsibilities: Lead client meetings and...
-
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
3 weeks 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 Senior Manager
4 weeks 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 Director
4 weeks 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
4 weeks 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 Tax Senior Manager
4 weeks ago
San Francisco, California, United States Withum Full timeJob SummaryWe 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 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 memorandums involving...
-
High Net Worth Insurance Specialist
1 month 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 Wealth Tax Senior Manager
4 weeks ago
San Francisco, California, United States Baker Tilly Full timeJob Description: Baker Tilly, a leading advisory firm, is seeking a High Net Wealth Tax Senior Manager to join our Private Wealth practice. Our Private Wealth practice provides comprehensive tax and advisory services to high net worth individuals, families, and businesses. We help our clients navigate complex tax laws and regulations to minimize their tax...
-
Tax Manager
4 weeks ago
San Diego, California, United States Hire Resolve USA Full timeJob SummaryHire Resolve USA is seeking a highly skilled and experienced Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for providing tax compliance and advisory services to corporations and/or partnerships, serving a diverse set of clients ranging from Fortune 100 companies to emerging businesses.Key ResponsibilitiesProvide...
-
High-Net-Worth Account Manager
4 weeks ago
San Francisco, California, United States Insurance Search Specialists Full timeJob SummaryWe are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. In this role, you will strengthen relationships with clients, staff, and carriers while providing expert account management and risk solutions.Key Responsibilities:Lead the servicing of high-net-worth accounts, directing...
-
Chief of Staff to a High-Net-Worth Entrepreneur
1 month ago
San Francisco, California, United States Bloom Talent Full timeJob SummaryWe are seeking a highly skilled and experienced Chief of Staff to join our team. As the right-hand person to a high-net-worth entrepreneur, you will be responsible for managing all aspects of their personal and family life.Key ResponsibilitiesOversee household staff of 6, including hiring, offboarding, performance management, and...
-
Tax Director Opportunity
4 weeks ago
San Francisco, California, United States Jobot Full timeTax Director OpportunityThis is a Tax Director opportunity with a mid-sized CPA firm. The ideal candidate will have expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills. The role involves preparation and review of fiduciary, gift, estate, individual, and business tax returns, as well as fiduciary accounting for...
