Tax Manager - High Net Worth Individuals

Overview

A Tax Manager specializing in High Net Worth Individuals is needed to lead and manage a diverse portfolio of tax engagements. This leadership role involves overseeing a team of tax professionals, ensuring timely and accurate tax return completion, and providing strategic tax planning advice. The position requires cultivating strong client relationships and collaborating with partners to deliver tax planning opportunities and solutions. Additionally, the role includes contributing to business development efforts by identifying growth opportunities and expanding the client base.

Responsibilities

• Demonstrate strong tax technical knowledge, including analytical research, critical thinking, and decision-making.
• Lead gift and estate planning involving trusts and preparation or review of IRS Forms 709 and 706.
• Apply expertise in the interplay of income tax returns (Forms 1040, 1041, 1065) and estate tax returns (Forms 709 and 706).
• Utilize tax preparation software and financial analysis tools proficiently.
• Provide innovative tax planning and review complex income tax returns.
• Stay current on tax legislation and understand its impact on various industries to guide clients effectively.
• Represent clients in tax audits.
• Maintain in-depth understanding of tax rules in specialized areas.
• Mentor and develop team members through effective leadership.
• Communicate clearly and professionally with clients and team members.
• Build and maintain client relationships to deliver excellent planning, compliance, and consulting services.
• Prioritize tasks, manage deadlines, and uphold high-quality standards in a fast-paced environment.

Requirements

• Bachelor's degree in accounting or a related field.
• CPA or Enrolled Agent (EA) license required.
• 7-8+ years of experience preparing and reviewing tax returns.
• Experience managing tax compliance, planning, and consulting services for high net worth individuals, families, estates, and trusts.
• Skilled in managing and reviewing complex tax returns, including corporate, partnership, individual, gift, estate, and trust filings.
• Ability to conduct tax research and stay updated on federal, state, and local tax laws.
• Proven ability to devise innovative solutions for complex tax issues.
• Experience implementing and maintaining quality control procedures throughout client engagements.
• Capability to identify and address operational inefficiencies.
• Strong client engagement skills to deepen relationships and generate additional business opportunities.
• Experience mentoring, training, and developing junior team members.
• Ability to collaborate with partners and senior managers on complex tax matters and firm initiatives.

Preferred Qualifications

• Master's degree in accounting, tax, or a related field.

Compensation & Benefits

• Salary range: $113,400 to $169,400 per year, based on geographic location and other factors such as experience and qualifications.
• Comprehensive health coverage including medical, dental, and vision.
• Retirement and financial planning support, including 401(k) with match and financial wellness programs.
• Generous paid time off including vacation, sick time, holidays, parental leave, and volunteer days.
• Flexible work arrangements with hybrid or remote options and flexible hours.
• Performance-based discretionary bonuses.
• Professional development opportunities such as tuition reimbursement, certifications, and mentorship.
• Clear career growth paths and internal mobility.

Location

San Jose, CA