10 дней назад
Tax Senior Associate - NorCal Private Wealth/Private Client Services
86 500 - 128 690$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Senior Associate - NorCal Private Wealth/Private Client Services (Private Wealth Tax): Providing tax compliance and advisory services to high-net-worth individuals, flow-through entities, and middle-market corporations with an accent on private client services, tax research, and client advisory. Focus on drafting IRS responses, addressing tax authority inquiries, developing recommendations, and coordinating complex state, local, international, and specialty tax matters.
Location: San Francisco, California, United States
Salary: $86,500–$128,690 per year in California
Company
is a large U.S. advisory, tax, assurance, and accounting firm serving middle-market clients as part of a global professional services network.
What you will do
- Provide tax compliance and advisory services to high-net-worth and ultra-high-net-worth individuals, S corporations, partnerships, and corporations.
- Conduct tax research, draft responses to the IRS, and address other tax authority inquiries.
- Develop client recommendations and collaborate with leadership on special tax projects.
- Coordinate with state and local, international, research and development, credits, and incentives tax specialists.
- Build client relationships and support the development of other team members through coaching and mentoring.
Requirements
- Four-year degree and eligibility for professional licensure.
- Three years of experience providing tax compliance and consulting services.
- Strong time management, communication, relationship-building, collaboration, analytical, organizational, and problem-solving skills.
- Leadership, project management, initiative, and adaptability.
- Microsoft Suite and related software 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.
- CPA, law license, or Enrolled Agent credential.
Culture & Benefits
- Structured development programs, direct coaching, mentoring, and firm-wide learning opportunities.
- Autonomy to manage schedules and career development.
- Client-facing work with opportunities for professional growth.
- Social activities and team outings supporting work-life balance.
- Comprehensive compensation and benefits package for eligible employees.
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