Job Description
Job Description
About the job
A little more about the firm :
Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including : Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
Who We are Seeking :
- Someone looking to take the tax services to the next level for their clients
- Possesses excellent interpersonal skills
- Someone who demonstrates determination and commitment
- Someone who has an entrepreneurial mindset
What You'll Do :
The essential functions include, but are not limited to the following :
As the Tax Manager, you will :
Establish and grow the firms tax services department, including managing and training other highly capable and qualified team membersPrepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estatesProvide audit support and represent clients before tax authoritiesConduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulationsCollaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client’s financial plan and goalsRegularly communicate important changes or potential changes in tax laws and regulations to advisors and clientsExperience :
Must meet background check and fingerprinting requirements5+ years of prior experience in tax compliance and broad knowledge of tax issuesExperience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies.Demonstrated management skills and desire / ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilitiesProficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systemsBachelor’s degree in accounting, finance, or related fieldCertified Public Accountant license in California active and in good standing required.Compensation :
The expected pay for this role is up too 185K annually. The actual compensation will be determined based on experience.