Tax Manager (High Net Worth)

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!

Job Details:
We are currently seeking a dynamic and highly-skilled Permanent Remote HNW Tax Manager to join our finance team. This is an exciting opportunity to work with ultra high net worth individuals, partnerships, and individual tax matters. This role is fully remote and offers the chance to work with a diverse portfolio of clients, providing strategic tax planning and compliance services. The successful candidate will be a Certified Public Accountant (CPA) with a minimum of 3 years of experience in a similar role.

Responsibilities:
As a Permanent Remote HNW Tax Manager, your responsibilities will include:

1. Managing and overseeing tax compliance for ultra high net worth individuals, partnerships, and other related entities.
2. Providing strategic tax planning and consulting services tailored to each client's unique needs and circumstances.
3. Conducting thorough tax research and analysis to ensure compliance with all applicable tax laws and regulations.
4. Reviewing and preparing complex federal and state income tax returns.
5. Collaborating with team members and clients to identify and implement tax planning strategies that minimize tax liability and increase client wealth.
6. Maintaining and building strong client relationships through excellent customer service and effective communication.
7. Staying abreast of current industry trends, changes in tax laws, and new tax planning strategies.

Qualifications:
To be considered for the Permanent Remote HNW Tax Manager role, candidates must possess the following qualifications:

1. Certified Public Accountant (CPA) designation is required.
2. A minimum of 3 years of experience in tax compliance and advisory services, specifically with ultra high net worth individuals and partnerships.
3. In-depth knowledge of federal and state tax laws and regulations.
4. Proven track record of managing multiple clients and projects simultaneously.
5. Exceptional problem-solving skills and the ability to provide practical and innovative tax solutions.
6. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
7. Strong attention to detail and the ability to work effectively in a remote environment.
8. Proficiency in tax software and technology tools.
9. A commitment to continuous learning and professional development.

This is your chance to join a forward-thinking company that values innovation, collaboration, and the delivery of exceptional service to our clients. If you are a tax professional with a passion for working with high net worth individuals and partnerships, we want to hear from you. Apply today!