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Tax Manager- Ultra HNW client focus - Remote | WFH


Get It Recruit - Finance


Location

Daly City, CA | United States


Job description

Are you a seasoned Tax Manager with a passion for serving high-net-worth individuals? We're an established regional CPA firm on the lookout for experienced professionals like you to join our team. With over 5 years of public accounting experience, particularly in handling complex individual tax matters, you could be a perfect fit.

What We're Looking For:

- Experience: You have a minimum of 5 years of experience in public accounting, specifically working with complex ultra-high net worth individuals.
- Certification: Holding a CPA license is a must for this role.
- Education: A bachelor's and/or master's degree with a focus on accounting/taxation is preferred.
- Leadership Skills: Experience in training and developing staff is highly valued.
- Passion for Mentorship: We value professionals who are passionate about developing others and sharing knowledge.

Responsibilities:

As a Tax Manager, you'll play a crucial role in our team. Your primary responsibilities will include:

- Reviewing complex tax returns and providing insightful feedback to preparers and initial reviewers.
- Engaging in estate planning implementation via trusts for our larger individual clients.
- Corresponding with clients to address their tax concerns and ensure compliance.
- Managing overall tax projects, including planning, projection, and compliance initiatives.
- Mentoring team members and facilitating knowledge transfer within the firm.

Location Options:

Our firm boasts multiple offices in the vibrant Bay Area. This position offers flexibility - you can choose to work from any of our offices or opt for fully remote work from outside the Bay Area.

Join Us Today:

If you're ready to take the next step in your tax career and join a dynamic team of professionals, we want to hear from you! Take the leap and apply now to be part of our exciting journey.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year


Job tags

Full timeRemote job


Salary

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