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Senior Tax Manager - High- Net Worth
Senior Tax Manager - High- Net WorthThe Agency Recruiting • San Francisco, CA, United States
Senior Tax Manager - High- Net Worth

Senior Tax Manager - High- Net Worth

The Agency Recruiting • San Francisco, CA, United States
30+ days ago
Job type
  • Full-time
Job description

High Net Worth Tax Senior Manager

San Francisco, CA

Looking to work at a firm that encourages a work life balance and a path to Partner?

We are a successful practice that specializes in working with :

  • Mid to Upper Level Executives
  • High Net Worth Individuals
  • Small Business Owners
  • S Corporations & Partnerships

The focus of our proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities. The goal of the firm is to always remain a boutique level firm. The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice.

How you’ll spend your time :

  • Reviewing individual, fiduciary, gift and business tax returns prepared by staff and / or seniors for accuracy
  • Researching and drafting tax memorandums involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Handling and resolving tax controversies
  • Having conversations with clients to provide insight and individually tailored solutions
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader
  • Growing the business
  • We are primarily looking for a candidate with the following qualifications :

  • Bachelor's degree in accounting with an active CPA license
  • Having a 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 which includes 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 client's management
  • Excellent analytical, organizational, project management skills, and strong attention to detail
  • The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance.

    California ranges are from $150,000 - $225,000.

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    Tax Senior Manager • San Francisco, CA, United States

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