Tax Manager

Tax Manager, wealth management, growth and bonus

This Jobot Job is hosted by : David Hyon

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Salary : $175,000 - $250,000 per year

A bit about us :

Well established wealth management company in Irvine, CA.

Why join us?

• Work Life Balance
• Medical / Dental / Vision
• Growth Opportunity
• Fully paid Medical + bonus

Job Details

Job Details :

Are you a tax professional with a knack for strategic planning and a passion for financial growth? We are seeking a Tax Manager to join our dynamic team in the Wealth Management and Advisory industry. This role is ideal for a seasoned tax professional with experience in income tax, partnership, 1120S Corporate tax returns, wealth management, and advisory. As a tax manager, you will be responsible for planning, supervising, and completing complex tax projects. You will work closely with our clients, providing innovative tax planning, consulting, and compliance services. With your expertise, you will help our clients navigate the complex world of tax and achieve their financial goals.

Responsibilities :

As a Tax Manager, your responsibilities will include :

1. Overseeing and managing multiple tax engagements and client service teams.

2. Coordinating with client management to formulate and deliver tax planning strategies.

3. Reviewing 1120S Corporate tax returns and providing recommendations for improvement.

4. Providing wealth management and advisory services to clients, ensuring their financial stability and growth.

5. Identifying and mitigating tax risks and liabilities.

6. Keeping up-to-date with changes in tax law and regulations and communicating these changes effectively to the team and clients.

7. Mentoring, coaching, and training junior team members, fostering an environment of continuous learning and improvement.

8. Collaborating with other departments to align tax strategies with overall business objectives.

Qualifications :

The ideal candidate for the Permanent Tax Manager position will have the following qualifications :

1. Bachelor’s degree in Accounting, Finance, or related field. A Master’s degree or CPA is required.

2. Minimum of 5 years of experience in a tax manager or similar role.

3. In-depth knowledge of income tax, partnership, and 1120S Corporate tax returns.

4. Proven experience in wealth management and advisory.

5. Strong analytical skills with a detail-oriented mindset.

6. Excellent leadership skills with the ability to manage and motivate a team.

7. Proficient in tax software and other related software.

8. Exceptional communication skills, both verbal and written, with the ability to clearly explain complex tax concepts to a non-tax audience.

9. Strong project management skills with the ability to manage multiple projects simultaneously and meet deadlines.

10. Ability to work in a fast-paced, dynamic environment and adapt to changing business needs.

If you are a tax professional with a strategic mindset and a commitment to excellence, we would love to hear from you. This is a fantastic opportunity to take your career to the next level in a thriving and supportive environment. Apply today and help us shape the future of the Accounting + Finance industry.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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