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Senior Tax Manager / Tax Partner - HWNI / Private Client Services

Senior Tax Manager / Tax Partner - HWNI / Private Client Services

Regal Executive SearchPasadena, CA, United States
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Senior Tax Manager / Tax Partner - HNWI / Private Client Services

Job description

Fast-growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift, and foundation tax. The individual should have strong research and technical skills.

Responsibilities

  • Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes.
  • Get involved with tax controversies and advise and counsel clients.
  • Interact with senior partners in planning for the firm.
  • Interact with clients throughout the year to ensure a steady relationship between the client and the firm.

Requirements

  • At least 15 years of experience.
  • Public accounting experience with HNWI (high net worth individual) clients.
  • Well-versed in high net worth individual, trust, estate, gift, and foundation tax.
  • Strong research and technical skills.
  • CPA & MBA preferred.
  • Proficiency in Excel.

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    Senior Tax Manager • Pasadena, CA, United States