Tax Manager - Wealth Management

Overview

Tax Manager – Wealth Management

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.

Occasional travel and periodic after-hours work will be required.

• Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
• Work with clients (by telephone, written correspondence, and/or face-to-face meetings) as well as Wealth Managers as needed
• Supervise, evaluate and mentor members of the department
• Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
• Perform other professional and administrative duties as assigned

• Bachelor’s degree in accounting, finance, or business
• CPA, Masters in Taxation, LLM in Taxation, or JD
• Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Previous tax return review experience
• Team Player attitude
• Strong leadership, recruiting, training and mentoring skills
• Good organization skills
• Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and Ultra Tax CS
• Ability to work additional hours as needed and travel to various client sites

• Collaborative fun environment
• Commuter benefit up to $265 monthly
• Generous 401(k) match
• Individual and cash profit sharing bonuses
• Generous company contribution to medical benefits
• Summer ‘Give Back to the Community’ outings
• Catered weekly lunch and healthy snacks
• Fully paid company retreats

Take the next step in your career journey in the vibrant city of Irvine, California!