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Tax Senior Manager, Private Wealth

121 800 - 207 200$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Tax Senior Manager, Private Wealth (Private Wealth Tax): Providing compliance, tax planning, and strategic consulting for high-net-worth individuals, affluent families, family offices, estates, trusts, and privately held businesses with an accent on estate, gift, charitable, trust, and multi-state taxation. Focus on reviewing complex tax returns, leading client engagements, advising on succession planning, managing engagement profitability, and developing tax teams.

Location: Seattle, Washington, USA; hybrid work arrangement.

Salary: $121,800–$207,200 in Seattle, WA; $137,700–$234,200 in San Francisco, CA.

Company

hirify.global is a professional advisory, tax, and assurance firm serving clients across the U.S. and global financial centers through its tax, business advisory, and independent CPA entities.

What you will do

  • Provide compliance and consulting services to high-net-worth individuals, multigenerational affluent families, family offices, estates, trusts, private businesses, and investment entities.
  • Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
  • Lead engagements involving federal estate, gift, charitable, and generation-skipping tax planning and strategic consulting.
  • Advise clients on business succession planning and apply current tax authorities to complex situations.
  • Manage engagement staffing, billing, collections, client profitability, and internal and external relationship development.
  • Support team members' professional development through mentoring, counseling, and firm learning programs.

Requirements

  • Four-year degree.
  • CPA, law license, or EA.
  • Eight years of experience.
  • Eligibility to work in the U.S. without sponsorship.

Nice to have

  • Bachelor’s, master’s, or advanced degree in accounting.
  • Eight or more years of tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, including personal, trust, estate and gift, charitable, flow-through, partnership, corporate, SALT, and franchise taxation for multistate filers.
  • Five or more years of supervisory experience, including mentoring and counseling associates.
  • Ability to lead and supervise others, provide exceptional client service, maintain technical knowledge, understand both strategic and detailed considerations, demonstrate ethical judgment, and complete projects with urgency and quality.
  • Management, analytical, organizational, interpersonal, project management, and communication skills.
  • Highly developed software and Microsoft Suite skills.

Culture & Benefits

  • Resources and support for technical development and career growth.
  • Firm-wide learning and development programs.
  • Participation in the hirify.global Care and Teach philosophy.
  • Compensation and benefits package available to eligible employees.
  • Equal opportunity and affirmative action employment practices.

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