12 дней назад
Tax Manager - Private Wealth (NorCal Tax)
112 500 - 172 950$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - Private Wealth (NorCal Tax) (Private Wealth Tax): Delivering complex tax compliance and business advisory services for high-net-worth individuals, affluent families, family offices, and private businesses with an accent on individual, partnership, trust, estate, gift, and state tax returns. Focus on federal estate and gift tax planning, charitable planning, generation-skipping tax, client advisory, and mentoring tax professionals.
Location: San Francisco, California, United States
Salary: $112,500–$172,950 annually in California; national range: $91,220–$172,990.
Company
is a public accounting and advisory firm providing tax, assurance, accounting, and business advisory services through its U.S. practices and global network.
What you will do
- Provide tax compliance and consulting services to high-net-worth individuals, affluent families, family offices, and private businesses.
- Prepare complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Deliver proactive federal estate, gift, charitable, and generation-skipping tax planning.
- Apply current tax authorities and developments to complex client situations.
- Build client relationships, support business growth, and collaborate with firm leadership.
- Mentor and develop staff while supervising engagement teams.
Requirements
- Four-year degree required; a master's or advanced degree is preferred.
- CPA, law license, or Enrolled Agent credential required.
- Five years of tax compliance, accounting, and advisory experience in a professional services firm.
- Two years of supervisory experience, including mentoring and counseling associates.
- Management, analytical, organizational, interpersonal, project management, and communication skills.
- Eligibility to work in the United States without sponsorship is preferred.
Nice to have
- Private Wealth or Private Client Services experience.
- Master's or other advanced degree.
Culture & Benefits
- Autonomy to manage schedules and career development.
- Firm-wide learning and development programs with ongoing coaching and mentoring.
- Opportunities for career growth and increased responsibility.
- Work-life balance supported through social activities and team outings.
- Comprehensive compensation and benefits package for eligible employees.
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