FULLY REMOTE -Senior Tax Manager (HNW)

Fully remote/Work/life balance, Fridays off in the summer, and above market compensation!

  • San Francisco, CA +1
  • $150,000 - $200,000
  • Managed by Jobot Pro: Dana Stewart
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A bit about us:

Established in the 1990's and continuing to grow! Wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets . It offers objective advice and analysis services in the areas of investment, estate, tax, cash management, and overall life planning. The company provides private client, family wealth management, shared family office, and tax planning and compliance services

Why join us?

Accelerated growth and advancement track
Work like balance and flexibility is offered throughout the year ( even during busy season) ( 45-55-hour weeks during busy season)
Summer Fridays off!!
Flex-Scheduling -Fully remote option
Fully Paid BenefitsHealth/Dental/Vision, 401K, Life, disability, profit sharing, tuition reimbursement,, development recognition program
Parental leave
Adoption benefit
Unlimited paid Volunteer time off
Potential to own equity or stock options

Job Details

Your Role
Build and maintain a personal relationship with clients as the technical tax expert on their planning team
Assist clients by attending client meetings and delivering client’s tax plan
Support the financial advisory team in tax planning related functions
Actively participate in signing and onboarding new clients to the firm
Lead tax client service team for compliance and tax planning
Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
Oversee tax projections and tax audits for clients
Coach and develop the team through real-time and consistent feedback
Your Experience
Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred
Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
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Job Details
Managed by Jobot Pro
Chicago, IL
San Francisco, CA
Job Type
$150,000 - $200,000