Job Description
Exciting opportunity to join a middle market growing CPA firm with a great reputation and compensation / benefits package!
This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $140,000 - $185,000 per year
A bit about us:
Come work with the best of the business. We are seeking a HNW / PCS Tax Manager to join our team!
Why join us?
Compensation: 140-180K + Potential Sign on Bonus + Annual Bonus + so much more!
- Extremely Competitive Benefits Package
- 5-15% year over year raises
- 5+ weeks PTO + All federal Holidays - summer Fridays & more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Job Details
Responsibilities:
- Provide comprehensive tax planning and preparation of Trust and Estate tax returns.
- Review and manage staff deliverables including tax returns, extensions, tax planning calculations for high net worth individuals, trusts, and estates.
- Research complex tax issues and provide solutions.
- Supervise, mentor, and develop staff, including overseeing timely feedback and guidance to help them reach their professional goals.
- Build and maintain relationships with clients, managing their expectations and delivering excellent customer service.
- Keep up-to-date with changes in tax legislation and ensure all compliance matters are managed effectively.
- Collaborate with internal and external parties to manage and coordinate tax audits.
- Develop and implement strategic tax planning for clients.
- Identify business development opportunities and assist Partners in proposal development and presentation.
Qualifications:
- Certified Public Accountant (CPA) license is required.
- A minimum of 5 years of experience in public accounting with a concentration in trust and estate tax required.
- Extensive experience with fiduciary tax and wealth planning for high net worth individuals.
- Proven leadership skills in managing client engagements and a team of tax professionals.
- Strong technical skills in accounting and review of tax services.
- Proficient in tax compliance, federal and state filings, tax research and planning.
- Exceptional client service skills with a demonstrated ability to develop and maintain outstanding client relationships.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Job Tags
Summer work, Local area, Relocation package, Flexible hours,