Senior Tax Manager UHNWI - San Francisco, CA - Hybrid
Base Compensation: $150-240k DOE
Our primary focus has been high net worth individuals and their corporations, their related tax challenges, tax planning and tax preparation.
"We are a group of talented individuals with a passion for finding creative solutions that effectively and efficiently meet our client expectations"
Responsibilities:
Manage and oversee the preparation and filing of individual and corporate tax returns
Develop and implement tax planning strategies to minimize tax liabilities for clients
Conduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax-savings opportunities
Review and analyze financial data to ensure accuracy and completeness for tax purposes.
Provide guidance and advice to clients on tax-related matters
Supervise and mentor junior tax Associates
Communicate effectively with clients, tax authorities, and other stakeholders
Qualification:
Bachelors/Master's Degree in Accounting, Finance or other related field.
CPA certification a must
Minimum of 6 years' experience in individual and corporate taxes
Ability to work independently and as part of a team
Strong communication and interpersonal skills
Proficient in tax preparation software
Here are some reasons why you should consider joining us:
Professional Development -we prioritize the growth and development of our employees. We offer ongoing training opportunities, mentorship programs, and support for professional certifications to help you reach your full potential.
Diverse Clientele - Our firm has been working with a diverse range of High Net Worth clients since the 1980's, from Family businesses, Real Estate Holdings, Charitable Contributions and so much more. This variety provides our team members with exposure to different challenges, helping them expand their skills and knowledge.
Innovative Technologies - We leverage cutting edge accounting tools and technologies to streamline processes and deliver superior results for our clients.
Collaborative culture - Collaboration and Teamwork are at the core of our firms' culture. We believe that by working together and sharing knowledge, we can achieve greater success for our clients and ourselves.