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12 дней назад

Tax Manager - Private Wealth/PCS

112 500 - 172 950$
Формат работы
onsite
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 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

hirify.global 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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