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Senior Tax Manager-Newport Beach

Senior Tax Manager-Newport Beach

RK PartnersNewport Beach, CA, US
30+ days ago
Job type
  • Full-time
Job description

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 members
  • Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates
  • Provide audit support and represent clients before tax authorities
  • Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations
  • Collaborate 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 goals
  • Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients
  • Experience :

  • Must meet background check and fingerprinting requirements
  • 5+ years of prior experience in tax compliance and broad knowledge of tax issues
  • Experience 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 responsibilities
  • Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor’s degree in accounting, finance, or related field
  • Certified 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.

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