About the Company
Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
About the Role
Someone looking to take the tax services to the next level for their clients. Possesses excellent interpersonal skills. Someone who demonstrates determination and commitment. Someone who has an entrepreneurial mindset.
Responsibilities
- Establish and grow the firm's tax services department, including managing and training other highly capable and qualified team members
- Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates
- Provide audit support and represent clients before tax authorities
- Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations
- Collaborate and coordinate with the firm's financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client's financial plan and goals
- Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients
Qualifications
5+ years of prior experience in tax compliance and broad knowledge of tax issues. Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities. Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems. Bachelor's degree in accounting, finance, or related field.
Certified Public Accountant license in California active and in good standing required.
Pay range and compensation package
The expected pay range for this position is between $155-195K annually. The actual compensation will be determined based on experience.