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Location

Newport Beach, CA | United States

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Job description

Job Title: Tax Manager
Job Location: Bellevue/Seattle, WA or Irvine/Newport Beach, CA - Hybrid (3 days in office weekly)
Job Salary: $145k-$165k Base Salary DOE + 401K Match and Benefits
Requirements: HNWI, CPA or JD, High volume tax returns

1 Busy Season! 60-hour Busy Season Weeks!
Join our Wealth Management Firm as we continue to grow from the West Coast through the South. Our team is looking to hire a Tax Manager in each of our growing markets:

1.) Irvine, CA
2.) Newport Beach, CA
3.) Bellevue, WA
4.) Seattle, WA

If you are looking to move into a Tax Manager role that is out of public accounting but is still working with HNWI, this is the space for you!

What You Will Be Doing

The Tax Manager will oversee tax return review and preparation, planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.

We have 1 busy season and the hours aren't expected to go over 60-65 hours! Client engagement is a huge part of this position too.

What You Need for this Position

Requirements for this position:
1.) 3+ years in HNWI
2.) High volume Tax Return / Compliance
3.) Tax Manager
4.) CPA or JD

What's In It for You

We are a fantastic company that believes in taking care of its employees and fostering a healthy work culture. If hired, you will be rewarded with an offer that will include:
1.) Salary: $145k-$165k Base
2.) Benefits: Medical, Dental, Vision, 401K Match
3.) Career Advancement
4.) PTO and Holidays Off

So, if you are a Tax Manager with HNWI experience and want to work with a Wealth Management Firm, please apply today!

Applicants must be authorized to work in the U.S.

Preferred Skills

CPA

Tax Manager

HNWI

Tax Returns

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Job tags

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Salary

$145k - $165k