Senior Tax Manager

Senior Tax Manager

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.

• 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

The essential functions include, but are not limited to the following.

As the Tax Manager, you will:

• Establish and grow the firm’s 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 firm’s 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

• 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.

The expected pay for this role is up to $210K annually. The actual compensation will be determined based on experience.