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Tax Manager

2 months ago


San Diego, California, United States Jobot Full time
HNW Tax Manager Job Description

We are seeking a highly skilled and experienced HNW Tax Manager to join our finance team. As a key member of our team, you will be responsible for managing and overseeing tax compliance for ultra high net worth individuals, partnerships, and other related entities.

Key Responsibilities:
  • 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.
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.
About Us:

We are a fast-growing Public Accounting Firm based in San Jose, CA, dedicated to bringing our clients much-needed services not offered at most firms. We are well known and come highly recommended by those we have consulted for.

We offer a highly competitive base salary, extremely competitive benefits package, accelerated career growth, and 8-20% year over year raises. If you are a tax professional with a passion for working with high net worth individuals and partnerships, we want to hear from you.