Tax Manager / Senior Tax Manager - HNWI - Trusts & Estates
Location : Newport 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).
Bonuses are based on performance.
Benefits :
- 401(k) matching 3%
- Bonus based on performance
- Competitive salary
- Dental & vision insurance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
J-18808-Ljbffr
REMOTE Fiduciary Senior Tax Manager - $170k-230K
Senior Tax Manager (High Net Worth, Trust, Estate, Gift). So, if you are a Senior Tax Manager with experience, please apply today or email me directly at jamar. Review and manage tax returns, extensions, tax planning calculations, for fiduciary returns. Review complex tax planning projections for in...
Tax Manager and Seniors - Remote - Home Based Flexible Hours
Top ranked regional CPA firm is searching for talented tax professionals at the Senior and Manager levesl. Description Tax Seniors (Manager description available upon request). In addition to the preparation and review of tax returns, Senior Associates participate in the tax planning and consultatio...
Manager - International Tax
We are looking for a tax manager with strong domestic tax compliance skills that is interested in learning or continuing to develop their international tax skills. The international tax group is unique because we prepare domestic tax returns for clients as well as assist with international tax matte...
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. Re...
Tax Sales Manager
The Tax Sales Manager role involves providing strategic leadership to ensure compliance with tax laws and regulations and other associated tax matters. Understanding of tax laws and regulations, as well as familiarity with tax software and solutions. As a key player at one of the most reputable name...
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. Re...
Manager, Specialized Tax Services Partnerships
As a Tax Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and all...
Senior Product Manager
Collaborate with senior management to align product strategies with business goals. ...
Senior Manager, Construction - Retail ($117,100.00-$169,100.00)
The Senior Manager, Construction will join a team of professionals responsible for delivering reinvestment projects from initial design through final completion and turnover for Irvine Company Retail Properties. Participate in design team selection with Senior Management. Prepare weekly project upda...
Certified Resident Care Services Manager Belmont Village Senior Living - Urgently hiring!
Belmont Village Senior Living is growing! As the Area Director of Resident Care Services you will lead the clinical care of our residents in multiple Belmont Village communities in an assigned area. Belmont Village Senior Living offers full-time Corporate employees a benefit package including earned...