Tax Manager - HNWI
- $120,000 - $160,000
- Concord, CA
Hybrid Flexibility, 401k/Profit Sharing, and Room for Growth!
A bit about us:
We are seeking a Tax Manager with extensive experience working with high-net-worth individuals (HNWI) to join our team. The ideal candidate will possess deep expertise in tax planning, compliance, and wealth preservation strategies. This role offers the opportunity to collaborate with a dynamic team, lead client engagements, and contribute to the growth of the firm.
Why join us?
- Thriving and expanding firm with over 40 years of success
- Outstanding career growth opportunities
- Collaborative environment with a tight-knit team of professionals
- Comprehensive benefits package, including 401k and profit sharing
- Dedicated to exceptional client service, fostering lasting relationships and referrals
- Open-door culture with partners and managers, promoting collaboration and support
- Regular team-building events to strengthen camaraderie
Job Details
Key Responsibilities:
Qualifications:
- Manage and oversee tax compliance and advisory services for high-net-worth individuals, families, and related entities.
- Develop and implement customized tax planning strategies to minimize liabilities and maximize wealth preservation.
- Review complex tax returns, including individual, trust, gift, partnership, and S-corporation filings.
- Collaborate with financial advisors, estate planners, and other professionals to provide comprehensive client solutions.
- Lead client meetings to discuss tax strategies and provide updates on financial plans.
- Stay current on tax laws, regulations, and industry trends, advising clients and the team on relevant changes.
- Mentor and supervise junior staff, providing guidance and professional development opportunities.
- Assist in business development efforts, including client retention and expanding services to existing clients.
Qualifications:
- CPA license required; advanced degree in Taxation or JD preferred.
- 5+ years of experience in public accounting, with a focus on HNWI tax planning and compliance.
- Proficiency in tax research tools and software, including CCH, Lacerte, or similar.
- Strong analytical, problem-solving, and communication skills.
- Proven ability to manage multiple engagements and meet deadlines in a fast-paced environment.
- Commitment to client service and a passion for developing long-term relationships.