Tax Manager

1 month ago


Palo Alto, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for managing and overseeing tax compliance for ultra high net worth individuals, partnerships, and other related entities. You will provide strategic tax planning and consulting services tailored to each client's unique needs and circumstances.

Responsibilities
  • Manage and oversee tax compliance for ultra high net worth individuals, partnerships, and other related entities.
  • Provide strategic tax planning and consulting services tailored to each client's unique needs and circumstances.
  • Conduct thorough tax research and analysis to ensure compliance with all applicable tax laws and regulations.
  • Review and prepare complex federal and state income tax returns.
  • Collaborate with team members and clients to identify and implement tax planning strategies that minimize tax liability and increase client wealth.
  • Maintain and build strong client relationships through excellent customer service and effective communication.
  • Stay abreast of current industry trends, changes in tax laws, and new tax planning strategies.
Requirements
  • Certified Public Accountant (CPA) designation is required.
  • A minimum of 3 years of experience in tax compliance and advisory services, specifically with ultra high net worth individuals and partnerships.
  • In-depth knowledge of federal and state tax laws and regulations.
  • Proven track record of managing multiple clients and projects simultaneously.
  • Exceptional problem-solving skills and the ability to provide practical and innovative tax solutions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
  • Strong attention to detail and the ability to work effectively in a remote environment.
  • Proficiency in tax software and technology tools.
  • A commitment to continuous learning and professional development.

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