Senior Tax Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Evaluate tax compliance returns for high-net-worth individuals, partnerships, gifts and estates, trusts, joint ventures, noncorporate entities, combined state taxes, and more.

• Analyze intricate individual tax returns.

• Oversee and cultivate relationships with income tax and financial planning clients.

• Work alongside tax partners and staff on client management, practice enhancement, and business growth.

• Engage with clients to manage their expectations, ensure their satisfaction, meet deadlines, and lead change initiatives.

• Provide consultation and service to clients, suggesting business and process enhancements while acting as a business adviser.

• Supervise and facilitate multiple engagements in partnership and individual taxation.

• Prepare year-end financial projections.

• Investigate tax-related issues.

• Mentor Associates and provide guidance on tax matters.

• Maintain strong oral and written presentation skills.

⛳️ Requirements

• Over 7 years of experience in public accounting.

• At least 2 years of supervisory or management experience.

• Comprehensive knowledge of Tax Law, with specialized expertise in partnerships, high-net-worth individuals, corporate taxation, taxation of pass-through entities, estate and gift tax, investment advisory, and/or financial planning.

• Proficient in preparing working trial balances and year-end adjusting entries.

• Bachelor's degree in Accounting, Finance, or a related business field.

• CPA certification is mandatory.

• Strong technical proficiency in tax preparation and review, tax compliance, and tax research.

• Excellent analytical, organizational, written, and verbal communication skills.

• Proven ability to utilize Excel, Word, and CCH Axcess.

• Exceptional leadership, mentoring, and interpersonal skills.

• Capability to build and maintain relationships with clients and staff.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Profit-sharing plan.

• Parental leave.

• 401(k) matching.

• Annual ski/camping trip.

• Elegant holiday party.

• Quarterly departmental mixers with travel stipends.

• Paid continuing education opportunities.

• Retirement savings plans.

• Life and disability insurance.

• Certification incentives.

• Educational assistance.

• Referral program.