Overview
This role focuses on providing tax planning and tax compliance guidance to high-net-worth individuals and privately-owned businesses. As part of the Finance team, you will help owners with tax compliance and planning, lead large projects, and interact with clients at a senior level to drive project success.
You will also be responsible for managing partnership K-1 income, state tax credits, and composite returns, and for leading and collaborating with team members virtually.
Responsibilities
- Provide tax compliance and planning guidance to business owners
- Lead large projects while maintaining operational excellence
- Innovate processes to enhance tax reporting and compliance
- Manage partnership K-1 income, state tax credits, and composite returns
- Lead and collaborate with team members virtually
- Develop and implement solutions to improve client satisfaction
- Interact with clients at a senior level to drive project success
Requirements (What You Must Have)
- Bachelor’s Degree in Finance, Accounting
- 6 years of experience
- CPA, Enrolled Agent or Member of the Bar
Preferred Qualifications (What Sets You Apart)
- Master’s Degree preferred
- Consulting experience with affluent individuals on tax and financial planning
- Thorough technical skills in partnership K-1 income and state tax credits
- Experience identifying and addressing complex client needs
- Experience leading teams and coaching others
- Ability to develop relationships and share planning ideas
- Knowledge of automation and digitization solutions
- Experience leading implementation of solutions to improve quality and reduce hours
- Thorough project management skills
Skills
- Craft and convey clear, impactful, and engaging messages that tell a holistic story
- Apply systems thinking to identify underlying problems and/or opportunities
- Validate outcomes with clients, share alternative perspectives, and act on client feedback
- Direct the team through complexity while demonstrating composure in ambiguous, challenging, and uncertain situations
- Deepen and evolve expertise with a focus on staying relevant
- Initiate open and honest coaching conversations at all levels
- Make difficult decisions and take action to resolve issues hindering team effectiveness
- Model and reinforce professional and technical standards, including adherence to applicable tax and audit guidance, code of conduct, and independence requirements
Compensation & Benefits
- Salary range: $91,000 - $321,500
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Annual discretionary bonus eligibility
- Benefits include: medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more
Equal Opportunity
Qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or any other status protected by law.
Fair Chance / Conditional Consideration (where applicable)
For qualified applicants impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, the San Diego County Fair Chance Ordinance, and the California Fair Chance Act (as applicable), arrest or conviction records will be considered in accordance with these laws.
Application Timing
Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated in the posting.