Senior Tax Manager / Tax Partner - HWNI / Private Client Services
Location : Pasadena, CA 91105, US
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Job Number : 1940
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 with HNWI (high net worth individual) experience.
- Well-versed in high net worth individual, trust, estate, gift and foundation tax.
- Strong research and technical skills.
- CPA & MBA preferred.
- Software skills in Excel.
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