Manager / Senior Manager - Tax Services

Job Description

Job Description

Are you ready to take your career to the next level in the exciting world of wealth management and want to join a cool team of tax professionals?

You’ve come to the right place! At Aspiriant you’ll join a collaborative team of tax professionals in our Exclusive Family Office providing tax advisory and compliance services to our high-net-worth clients.

The Tax Services team is experiencing growth and have an immediate need for an additional Tax Manager (or Senior Manager).

Fun, collaborative team of tax professionals.

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of income, gift, and estate tax services to our clients.

This person will work closely with our Wealth Managers in managing client relationships and the development of our tax associates.

You will-

• Review an interesting variety of complex returns for wealthy clients and their personal holdings, which includes review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials
• Review quarterly estimates and projections
• Handle tax audits and resolve tax notices, working with other tax staff
• Perform tax planning and research
• Work with tax staff to plan the engagements to ensure all returns and related tax matters are timely delivered and resolved.

This entails interacting with wealth managers, clients, and the client service team to ascertain data needed for tax preparation and planning

• Help train and mentor tax staff assigned on the engagement
• Assist with ad hoc projects
• Potential work remotely or partially remotely

We want-

• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced environment
• Excellent reading and writing skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Five to seven years of progressive tax compliance and / or tax consulting experience, particularly in public accounting, family office, or wealth management
• Team player attitude, willingness to help others and to mentor staff, and comfortable working in a team environment
• Good organization skills, attention to details, and reliable
• Strong computer skills, including proficiency in Microsoft Excel and Word
• Previous tax return review experience
• Occasional travel and ability to work extended hours during busy season

You have-

• Bachelor’s degree in Accounting
• CPA Required
• Master Business Taxation a plus

We offer-

• Pathway to Partnership Opportunity
• Collaborative fun environment
• 401(k) with company match
• Individual and cash profit sharing bonuses
• Competitive company contribution to medical benefits
• Summer Give Back to the Community’ outings
• Flexible work arrangements
• Continuing education assistance program

We are-

ASPIRIANT IS A leading independent wealth management firm.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.

Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Go to www.aspiriant.com, select careers’ link in the footer, and search for open positions in Los Angeles or Irvine. From there attach a cover letter and resume for consideration.

We look forward to hearing from you!

www.aspiriant.com

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.

There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.