Tax Manager

2 weeks ago


San Diego, California, United States Proven Recruiting Full time
Job Title: Tax Manager

We are seeking a highly skilled Tax Manager to join our team at Proven Recruiting. As a Tax Manager, you will play a vital role in the growth and development of our wealth management firm.

Responsibilities:
  • Mentor and lead a team of Senior Tax Associates, Tax Associates, and/or Tax Assistants in the local office or region, as assigned.
  • Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses.
  • Perform tax research and create quarterly estimates and projections.
  • Respond to tax questions, estimates, projections, and analysis with both tax and wealth management clients.
  • Work with tax staff to respond to tax notices and initial preparation of corresponding letters.
Requirements:
  • Bachelor's degree in Accounting or related field.
  • 5+ years of tax experience working with HNW and/or UHNW clients.
  • CPA and/or EA is required.
  • Ability to communicate effectively to clients and advisors while working cross-functionally with different managers and executives.
  • Showcase strong management skills in order to develop and train senior and associate level employees.
What We Offer:
  • Great Work-Life Balance: Enjoy life outside of work and join a company that values time away from your desk.
  • Collaborative Culture: Growth and development is of top priority, and you'll be a part of a supportive team working together to grow personally and professionally.
Compensation:
  • Compensation is determined by several factors, including skillset, experience level, and geographic location.
  • The expected range for this role is $115,000 to $140,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

If you are interested in learning more about this opportunity, please send your resume to Adrianna at adrianna@provenrecruiting.com.



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