Tax Manager - HNWI - Trusts & Estates
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Location : Laguna Beach - Relocation assistance Job Description :
We are currently looking for a Tax Manager to join our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns.
We value work-life balance and seek individuals who can work collaboratively within a team of dedicated professionals. Our firm operates a paperless process.
This role will require working in the office.
Key Responsibilities :
- Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
- Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
- Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients.
Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.
Qualifications :
- Preferred 10+ years' experience in a public accounting firm.
- Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise.
Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
Requirements :
- Current California CPA License or Master's Degree in Tax.
- Proficiency in Lacerte Tax Preparation and QuickBooks Software.
Salary and Benefits :
- Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
- 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year.
Flexible time off options, with a hybrid work model (option).
J-18808-Ljbffr
Tax Manager/Senior Manager - Construction
As a Tax Manager/Senior Manager, you will be responsible for managing all aspects of tax compliance and planning for the company. Our client is seeking a highly motivated and experienced Tax Manager/Senior Manager to join our growing construction company in Tustin, CA. A typical day as a Tax Manager...
Tax Manager, Alternative Investments
Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting...
Manager - Intercompany & Tax
The Manager, Accounting position is mainly responsible for overseeing and managing the accounting activities related to inter-company transactions and the preparation of consolidated financial statements. ...
Tax Manager, Business Management
Tax Manager, Business Management. Conduct online tax research and provide solutions to complex tax issues. Ensure compliance with federal, state, and local tax laws and regulations. Review Corporate, Partnership, Trust, and Individual tax returns for entertainment industry professionals, athletes, h...
Tax Manager
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. We...
Hybrid Tax Manager - CPA Firm
Job Title: Tax Manager or Senior Tax Manager. Requirements: Active CPA or EA, at least 5-10+ years of Public Accounting, at least 3+ years as a Tax Manager. Currently, we are seeking to add a new Tax Manager to our team! This role is offered as either hybrid remote (if local to Chicago) or fully rem...
Tax Manager
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. We...
REMOTE Tax Manager - HNW
We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW/UHNW clients. Provide tax planning and ...
Tax Manager
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. We...
Transfer Pricing - Manager
SummaryA career in our Corporate Transfer Pricing practice, within Transfer Pricing services, will provide you with the opportunity to help our clients develop compliant, tax efficient structures that help advance their business goals. As a Manager, you'll work as part of a team of problem solvers, ...