4 дня назад
Tax Manager (Private Client Services, HNW)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager (Private Client Services, HNW) (Tax Compliance and Consulting): Leading complex tax compliance, research, and consulting engagements for high-net-worth individuals, families, business owners, and family offices with an accent on federal, state, and local tax planning. Focus on supervising tax professionals, developing client relationships, and solving sophisticated tax issues across diverse entities and industries.
Location: Santa Rosa, CA; San Francisco Bay Area; or Sacramento, CA. Candidates within commuting distance of a office are expected to follow a hybrid work schedule.
Company
is a public accounting firm focused on tax, advisory, and client services, with an emphasis on community, innovation, and professional development.
What you will do
- Provide tax compliance and consulting services to high-net-worth individuals, partnerships, corporations, families, business owners, executives, and family offices.
- Lead complex tax research projects across diverse clients, entities, and industries.
- Identify opportunities to minimize federal, state, and local tax liabilities.
- Manage multiple engagements and ensure timely, high-quality delivery of client work.
- Supervise tax associates and review their work, while providing counseling, leadership, and career guidance.
- Build trusted relationships with clients, advisors, Partners, and firm leadership.
Requirements
- At least 4 years of public accounting experience.
- BS or BA degree in Accounting or a related field; a master’s degree is a plus.
- CPA license or EA certification.
- Experience researching complex tax issues and working with individual tax matters and varied entities and industries.
- Strong analytical, problem-solving, communication, and presentation skills.
- Experience developing and training associate-level professionals.
Culture & Benefits
- Flexible work arrangements and remote work options within the hybrid workplace structure.
- Fourteen firm holidays, including two floating holidays, Flex PTO, paid family leave, winter break, and summer hours.
- Well-being platform, wellness incentives, employee assistance program, mental health resources, and Colleague Resource Groups.
- CPA exam resources and bonuses, coaching, live classes, workshops, and seminars through University.
- Employee-focused culture emphasizing inclusion, entrepreneurship, continuous learning, and community impact.
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