Director of Technology Asset Management & Integration

Trusts and Estates | CPA Tax Manager | Hybrid

This Jobot Job is hosted by : Josh Forth

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $140,000 - $175,000 per year

A bit about us :

As one of the regions fastest growing and most respected accounting firms, we offer you a chance to be part of an exciting time and place. You'll grow with us - taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join us as we grow, together. Public accounting is hard, demanding work. And yes, overtime is expected at times. Our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work life balance that promotes personal health, well being and family life!

Why join us?

Responsibilities :

1. Lead and manage a team of dedicated accountants and financial professionals, ensuring their productivity and performance meet or exceed expectations.

2. Oversee the preparation and review of financial statements, tax returns, and other financial reports, ensuring accuracy and compliance with applicable regulations and standards.

3. Provide expert advice and guidance to clients on complex financial matters, including tax planning, trusts, and estates.

4. Develop and maintain strong relationships with clients, understanding their unique needs and providing tailored financial solutions.

5. Stay up-to-date with the latest industry trends, regulations, and best practices, and ensure that the firm's practices align with them.

6. Collaborate with other departments within the firm to ensure seamless service delivery and client satisfaction.

7. Assist in the development and implementation of strategic plans and initiatives to drive the firm's growth and profitability.

8. Conduct regular performance evaluations of team members, providing constructive feedback and identifying areas for improvement.

9. Act as a mentor and coach to junior staff, providing guidance and support in their professional development.

10. Participate in business development activities, including networking events and client presentations, to expand the firm's client base.

Job Details

1. A minimum of 3 years of experience in public accounting, preferably in a managerial role.

2. Active CPA license is required.

3. Strong knowledge and experience in trusts and estates, including tax planning and compliance.

4. Excellent leadership and team management skills, with the ability to motivate and inspire others to achieve their best.

5. Exceptional analytical and problem-solving abilities, with a keen attention to detail.

6. Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.

7. Proven ability to work under pressure and meet tight deadlines without compromising quality.

8. Proficiency in using accounting software and advanced knowledge of MS Excel.

9. Demonstrated commitment to continuous learning and professional development.

10. Ability to adapt to changing priorities and handle multiple tasks simultaneously.

If you are a driven and experienced CPA professional looking for a challenging and rewarding opportunity, this is the perfect role for you. Join our team and be part of a firm that values innovation, excellence, and client satisfaction. Apply now and take the next step in your career!

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.