2 часа назад
Tax Senior Manager, Private Wealth
142 700 - 214 030$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Senior Manager, Private Wealth (Private Wealth Tax): Providing compliance, tax planning, and strategic consulting services for high-net-worth individuals, affluent families, family offices, trusts, estates, and private businesses with an accent on estate, gift, charitable, succession, and multi-state taxation. Focus on reviewing complex tax returns, leading client engagements, advising on wealth transition strategies, and developing tax professionals.
Location: Hybrid role based in Seattle, Washington; compensation is also listed for San Francisco, California. Eligibility to work in the U.S. without sponsorship is highly preferred.
Salary: $142,700–$214,030 in Seattle, WA; $173,000–$231,870 in San Francisco, CA.
Company
is a U.S.-based advisory, tax, and assurance firm serving clients across major U.S. regions and international financial centers.
What you will do
- Provide tax compliance and consulting services to high-net-worth individuals, affluent families, family offices, estates, trusts, private businesses, and investment entities.
- Review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead engagements involving federal estate, gift, charitable, generation-skipping, and succession planning.
- Advise clients and their attorneys, bankers, and investment advisors on integrated wealth and business succession strategies.
- Manage engagement staffing, billing, collections, and client profitability.
- Mentor team members and support their professional development.
Requirements
- Bachelor’s degree required; accounting, master’s, or advanced degrees preferred.
- CPA, law license, or Enrolled Agent credential required.
- Eight or more years of experience reviewing tax returns and planning for wealthy individuals, families, trusts, investment entities, and private businesses.
- Strong knowledge of personal, trust, estate and gift, charitable, partnership, corporate, and SALT/franchise taxation for multi-state filers.
- Ability to lead and supervise others, deliver high-quality client service, and complete projects on time.
- U.S. work eligibility without sponsorship is highly preferred.
Nice to have
- Two or more years of supervisory experience mentoring and counseling associates.
- Master’s or other advanced degree.
Culture & Benefits
- Professional development through firm-wide learning and development programs.
- Support for continuous technical learning and career development.
- Comprehensive compensation and benefits package for eligible employees.
- Client service and team development guided by the Care and Teach philosophy.
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