12 дней назад
Tax Manager - Private Wealth/PCS
112 500 - 172 950$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - Private Wealth/PCS (Private Wealth Tax): Delivering tax compliance, planning, and business advisory services for high-net-worth individuals, affluent families, family offices, and private businesses with an accent on complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. Focus on federal estate, gift, charitable, and generation-skipping tax planning, strategic consulting, and mentoring tax professionals.
Location: San Francisco, California, USA
Salary: $112,500–$172,950 per year in California
Company
is a professional accounting, tax, assurance, and advisory firm serving clients across the United States and international financial centers.
What you will do
- Provide tax compliance and consulting services to high-net-worth individuals, affluent families, family offices, and private businesses or investment entities.
- Prepare complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
- Deliver proactive federal estate, gift, charitable, and generation-skipping tax planning and strategic consulting.
- Apply current tax developments and technical authorities to complex client situations.
- Build client and internal relationships while supporting business growth.
- Mentor and supervise team members and contribute to their professional development.
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, mentoring, and counseling experience.
- Strong management, analytical, organizational, interpersonal, communication, and project management skills.
- Eligibility to work in the U.S. without sponsorship preferred.
Nice to have
- Private Wealth or Private Client Services experience.
- Master's or other advanced degree.
Culture & Benefits
- Flexibility in how and where work is completed.
- Autonomy over schedule and career development through My Time Off, My Development, and Dress for Your Day programs.
- Firm-wide learning and development programs, coaching, and mentoring.
- Comprehensive compensation and benefits package for eligible employees.
- Social activities and team outings supporting work-life balance.
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