High Net Worth Tax Specialist
3 weeks ago
We are seeking a highly skilled Tax Manager to join our Tax Services Group, specializing in high net worth tax planning and compliance. As a key member of our team, you will work closely with our clients to provide expert tax advice and guidance, ensuring their tax obligations are met in an accurate and timely manner.
Key Responsibilities:- Review and prepare individual, fiduciary, gift, and business tax returns for accuracy
- Research and draft tax memorandums on complex tax matters
- Identify and implement tax planning opportunities to minimize tax liabilities
- Handle and resolve tax controversies
- Provide exceptional client service and communication skills to develop and maintain outstanding client relationships
- Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
- Bachelor's degree in accounting or a related field
- Active CPA or Master of Science in Taxation
- Expertise in California taxation
- 7+ years of experience working in the tax department of a public accounting firm
- At least 2 years of detailed tax review experience, including experience with 1040s, employee stock option reporting and planning, multi-state taxation, Schedule C and Single Member LLC, complex K-1s and brokerage statements
- Experience working with tax software such as SurePrep SPBinder, BNA Income Tax Planner, GoSystems, and TaxCaddy
- Competitive compensation package
- Opportunity to work with a dynamic and growing team
- Professional development and growth opportunities
- Collaborative and supportive work environment
We are an equal opportunity employer and welcome applications from qualified candidates. Please note that compensation ranges may vary by location. For additional information on our benefits and compensation, please visit our website.
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