High Net Worth Tax Professional

1 month 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 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:
  • 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)

Hire Resolve USA is committed to finding the best talent for this role. If you are a highly skilled High Net Worth Tax Manager, please contact us to discuss this opportunity further.



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