Sr. Portfolio Manager

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 nation’s best Clients AND enjoy time at home w / family? We do too!

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 :

Qualifications :

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.