Senior Manager, High Net Worth Tax

6 days ago


San Diego, California, United States Lindquist LLP Full time
About the Role

We are seeking a highly skilled Senior Manager to join our High Net Worth Tax team at Lindquist LLP. As a Senior Manager, you will be responsible for leading tax reviews, researching and drafting tax memorandums, and identifying tax planning opportunities for our high net worth clients.

Key Responsibilities
  • Lead tax reviews for individual, fiduciary, gift, and business tax returns prepared by staff and/or seniors for accuracy
  • Research and draft tax memorandums involving complex tax matters
  • Identify and implement tax planning opportunities for high net worth clients
  • Handle and resolve tax controversies
  • Provide insight and individually tailored solutions to clients through conversations and written communication
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
  • Serve in professional development programs as an instructor or discussion leader
  • Grow the business by identifying new opportunities and developing strategies to increase revenue
Requirements
  • Bachelor's degree in accounting with an active CPA license
  • Master's of Science in Taxation is a plus
  • 7+ years prior experience working in the tax department of a public accounting firm
  • At least 5 years of tax review experience, including experience with 1040s and 1041s, specifically in the areas of:
  • Multi-State taxation
  • Schedule C and Single Member LLC
  • Complex K-1s and brokerage statements
  • Employee stock option reporting and planning
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and complete projects in a rapidly growing, fast-paced, interactive, results-based team environment
  • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to clients
  • Excellent analytical, organizational, project management skills, and strong attention to detail


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