1 день назад
Tax Manager - Private Wealth
141 773 - 199 640$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - Private Wealth (Tax Compliance/Planning): Coordinating complex federal, multi-state, international, and private wealth tax engagements for corporations, high-net-worth individuals, trusts, and estates with an accent on tax planning, compliance, and advisory work. Focus on reviewing tax returns, resolving complex tax issues, supervising associates, and developing recommendations for reducing liabilities while maintaining compliance.
Location: San Francisco, California, United States; hybrid role with the ability to work from home
Salary: $141,773–$199,640 per year
Company
provides tax, advisory, accounting, and assurance services through a global network of independent firms.
What you will do
- Coordinate, oversee, and deliver technical work for complex tax compliance, planning, and advisory engagements.
- Provide strategic guidance on federal, state, local, and international taxation for corporations, high-net-worth individuals, trusts, and estates.
- Define engagement scope, tax returns, elections, disclosures, accounting methods, budgets, resources, and schedules.
- Review individual and business tax returns, including Forms 1040, 1040-NR, 1120, 1120-F, 1120-S, and 1065, before partner and director review.
- Lead client communications, internal meetings, tax research, issue escalation, and follow-up actions on tax risks and planning opportunities.
- Supervise, coach, and train tax associates while supporting billing reviews and business development initiatives.
Requirements
- Bachelor’s degree or foreign equivalent in Accounting, Business Taxation, Law, or a related field.
- Five years of progressive post-baccalaureate experience in tax or a related role, including federal and multi-state tax compliance and advisory services.
- Two years of supervising or mentoring experience.
- CPA license required.
- Experience with Microsoft Office Suite, Teams, CCH Axcess, and CaseWare.
- Ability to work in the hybrid San Francisco role and from home.
Culture & Benefits
- Hybrid work arrangement with the ability to work from home.
- Exposure to complex tax matters involving domestic and international clients.
- Opportunities to provide associate coaching, professional development, and tax training.
- Participation in networking activities, industry conferences, trade shows, and proposal development.
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