Remote HNW Tax Manager

Based in San Jose, CA we are a fast-growing Public Accounting Firm that is dedicated to bringing our clients much-needed services not offered at most firms. We are well known and come highly recommended by those we have consulted for. Our services do include traditional Tax, Auditing, and Advisory.

4.5 stars on glassdoor, top 50 firm, great benefits, we believe in a great work/life balance!

We are seeking a highly motivated and experienced Permanent Remote HNW Tax Manager to join our dynamic team in the Finance industry. The ideal candidate will have a strong background in Ultra High Net Worth clients, CPA certification, partnerships, and individual tax. This is a remote position that offers competitive compensation and benefits packages.

Responsibilities:

• Manage a portfolio of Ultra High Net Worth clients, providing exceptional tax services and advice.
• Prepare and review complex individual tax returns, including those for high net worth individuals, trusts, and partnerships.
• Work closely with clients to develop and implement tax strategies that minimize their tax liability and maximize their wealth.
• Provide guidance and support to junior team members, including training and mentoring.
• Stay up-to-date with the latest tax laws and regulations, and ensure that clients are in compliance with all applicable tax laws.
• Build and maintain strong relationships with clients and other stakeholders in the industry.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification required.
• Minimum of 3 years of experience in tax planning and compliance for Ultra High Net Worth clients.
• Strong knowledge of individual tax, partnership tax, and tax planning strategies.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to identify and resolve complex tax issues.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

If you are a highly motivated and experienced tax professional with a passion for working with Ultra High Net Worth clients, we encourage you to apply for this exciting Permanent Remote HNW Tax Manager position in the Finance industry.