Tax Manager High Net worth

Solana Beach, CA - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Tax Manager - High Net Worth

HIGHLIGHTS
Location: Solana Beach CA US (Onsite or Hybrid)
Position Type:Direct Hire
Hourly / Salary:BOE
Residency Status:US Citizen or Green Card Holder ONLY

Overview:

As a Tax Manager in our high-net-worth tax practice you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:

Preparing and reviewing highly complex tax returns including individual fiduciary corporate partnership and non-profit tax returns by required deadlines.
Looking at the tax situation of the individual their trusts and their estate from various angles to ensure the maximum tax benefit is applied.
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
Working with clients to create wealth transition plans based on cash flow projections distribution of income business succession estate preservation and estate plan flow.
Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Performing technical research on individual trust and estate planning and compliance matters for clients.
Advising and coaching team members and providing consistent recognition and encouragement to team members.
Managing client relationships by proactively seeking solutions that add value to the client experience.
Supporting business development efforts by identifying prospective clients preparing proposals and engagement materials conducting industry research and representing the firm at networking events and industry functions.

Who You Are:

You have a Bachelors degree in Accounting and an active CPA license law degree or Enrolled Agent (EA) certification.
You have 5 years of experience in public accounting tax work including experience working with individual fiduciary gift and estate tax returns.
You have a well-rounded knowledge of tax accounting principles and IRS regulations.
You have expertise in individual income tax and estate tax planning.
You may have experience with flow-through entities and private foundations.
You enjoy keeping up-to-date on the ever-changing tax industrys regulations and policies.
You are an excellent communicator -- your verbal and written communication skills are outstanding.
You have experience developing business and networking.

We are GTN The Go To Network

Tax Manager - High Net WorthHIGHLIGHTS Location: Solana Beach CA US (Onsite or Hybrid) Position Type:Direct Hire Hourly / Salary:BOEResidency Status:US Citizen or Green Card Holder ONLYOverview:As a Tax Manager in our high-net-worth tax practice you will be responsible for working with individual ta...

Tax Manager - High Net Worth

HIGHLIGHTS
Location: Solana Beach CA US (Onsite or Hybrid)
Position Type:Direct Hire
Hourly / Salary:BOE
Residency Status:US Citizen or Green Card Holder ONLY

Overview:

Preparing and reviewing highly complex tax returns including individual fiduciary corporate partnership and non-profit tax returns by required deadlines.
Looking at the tax situation of the individual their trusts and their estate from various angles to ensure the maximum tax benefit is applied.
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
Working with clients to create wealth transition plans based on cash flow projections distribution of income business succession estate preservation and estate plan flow.
Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Performing technical research on individual trust and estate planning and compliance matters for clients.
Advising and coaching team members and providing consistent recognition and encouragement to team members.
Managing client relationships by proactively seeking solutions that add value to the client experience.
Supporting business development efforts by identifying prospective clients preparing proposals and engagement materials conducting industry research and representing the firm at networking events and industry functions.

Who You Are:

You have a Bachelors degree in Accounting and an active CPA license law degree or Enrolled Agent (EA) certification.
You have 5 years of experience in public accounting tax work including experience working with individual fiduciary gift and estate tax returns.
You have a well-rounded knowledge of tax accounting principles and IRS regulations.
You have expertise in individual income tax and estate tax planning.
You may have experience with flow-through entities and private foundations.
You enjoy keeping up-to-date on the ever-changing tax industrys regulations and policies.
You are an excellent communicator -- your verbal and written communication skills are outstanding.
You have experience developing business and networking.

We are GTN The Go To Network