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Sr. Portfolio Manager (Hiring Immediately)
Sr. Portfolio Manager (Hiring Immediately)Jobot • San Diego, CA, US
Sr. Portfolio Manager (Hiring Immediately)

Sr. Portfolio Manager (Hiring Immediately)

Jobot • San Diego, CA, US
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  • serp_jobs.job_card.full_time
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TOP Ranked CPA Firm in California!

This Jobot Job is hosted by : Emily Bohanon

Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.

Salary : $90,000 - $140,000 per year

A bit about us :

For over 40 years, our accounting and consulting firm has adapted to evolving economic landscapes, offering high-quality services that bring clients peace of mind in today's complex world. From tax planning to business consulting, we provide personalized, accessible support while harnessing the resources and expertise of larger firms.

  • Tax Planning and Compliance
  • Attestation, Review and Compilation Services
  • Business Consulting
  • Estate and Trust Planning
  • Trustee Services
  • Client Accounting and Bookkeeping
  • Controllership Services
  • Employee Benefit Plan Audits
  • IRS and FTB Representation During Audits
  • Litigation Support

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w / family? We do too!

  • Meaningful Work!
  • Best in Class Firm!
  • Competitive Compensation Package!
  • Complete Benefits Package!
  • Flexible Work Schedules!
  • Accelerated Career Growth!
  • Fun Company Activities!
  • Many More!
  • Job Details

    Our client, a leading finance industry player, is seeking a highly motivated and experienced Tax Supervisor / Manager to join their team. The successful candidate will be responsible for managing the tax compliance process for high-net-worth individuals and complex corporate tax returns. This is an exciting opportunity to work with a dynamic team and contribute to the growth of the organization.

    Responsibilities :

  • Oversee the preparation and review of complex individual and corporate tax returns
  • Provide guidance and support to junior tax staff
  • Ensure compliance with tax laws and regulations
  • Identify and implement tax planning strategies for clients
  • Manage client relationships and communicate tax-related issues to clients
  • Research and analyze tax laws and regulations to identify potential tax savings opportunities
  • Develop and maintain strong relationships with internal and external stakeholders
  • Ensure timely and accurate filing of tax returns
  • Provide tax advice and support to clients on various tax-related matters
  • Qualifications :

  • CPA in CA required
  • 3+ years of experience in tax compliance and planning
  • Experience with high-net-worth individuals and complex corporate tax returns
  • Strong knowledge of tax laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and manage multiple priorities
  • Strong analytical and problem-solving skills
  • Detail-oriented and organized
  • Ability to work in a fast-paced environment
  • Strong computer skills, including proficiency in tax software and Microsoft Office
  • If you are a highly motivated and experienced tax professional with a passion for delivering exceptional client service, we invite you to apply for this exciting opportunity. Our client offers a competitive salary and benefits package, as well as opportunities for professional growth and development.

    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.

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    Sr Portfolio Manager • San Diego, CA, US

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