Tax Manager, Private Wealth

Overview

This role is with a professional services organization providing tax, assurance, and advisory services through independent practice structures in accordance with applicable professional standards and laws.

The organization is seeking a Tax Manager for its Private Wealth/High Net Worth team in NorCal.

Responsibilities

• Assist in providing compliance and consulting services to:
  • High-net-worth individuals
  • Multi-generational affluent families
  • Family offices
  • Their private businesses and/or investment entities
• Perform complex tax work, including:
  • Individual
  • Partnership
  • S-corp
  • Trust
  • Estate
  • Gift
  • State tax returns
• Support multiple engagements delivering proactive tax planning and strategic consulting, including:
  • Federal estate planning
  • Gift planning
  • Charitable planning
  • Generation skipping tax
• Maintain and apply technical knowledge by staying current on trends, developments, and technical authorities for complex situations
• Participate in firm learning and development through on-the-job coaching and mentoring
• Network and build strong internal and external client relationships
• Support the growth and development of team members

Requirements

Minimum Qualifications

• 4-year degree
• CPA, Law License, or EA
• Five (5) years of experience

Preferred Qualifications

• Bachelor’s, master’s, or advanced degree in accounting
• Five (5)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
• Two (2)+ years of supervisory experience, mentoring, and counseling associates
• Private Wealth industry experience preferred
• Demonstrated:
  • Management
  • Analytical
  • Organization
  • Interpersonal and project management
  • Communication skills
• Ability to:
  • Lead and supervise others
  • Provide exceptional client service
  • Demonstrate commitment to continuous learning to stay current on applicable strategies
  • See the “big picture” as well as details
  • Demonstrate appropriate ethical knowledge and commitment
  • Exhibit a sense of urgency and commitment to quality and timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship

Compensation & Benefits

The pay range is as follows:

• National pay rate range: $90,000 to $134,400
• In CA, pay rate range: $99,000 to $174,700

Actual compensation will depend on factors including skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs.

Location

NorCal (California). Please discuss work location status with the organization’s talent acquisition professional to understand the requirements for the opportunity.