Tax Manager - UHNWI
Occupations:
Tax PreparersAccountants and AuditorsFinancial Specialists, All OtherTreasurers and ControllersFinancial ManagersIndustries:
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesBusiness Schools and Computer and Management TrainingVocational Rehabilitation ServicesEmployment ServicesOther Financial Investment ActivitiesUHNWI Tax Manager - San Francisco, CA - In-office with future hybridThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Base Compensation: $160-240k DOEOur 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"ResponsibilitiesManage and oversee the preparation and filing of individual and corporate tax returnsDevelop and implement tax planning strategies to minimize tax liabilities for clientsConduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax‐savings opportunitiesReview and analyze financial data to ensure accuracy and completeness for tax purposes.Provide guidance and advice to clients on tax-related mattersSupervise and mentor junior tax AssociatesCommunicate effectively with clients, tax authorities, and other stakeholdersQualificationsBachelors/Master's Degree in Accounting, Finance or other related field.CPA certification a mustMinimum of 4 years' experience in individual and corporate taxesAbility to work independently and as part of a teamStrong communication and interpersonal skillsProficient in tax preparation softwareWhy Join UsProfessional 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. xevrcyc We believe that by working together and sharing knowledge, we can achieve greater success for our clients and ourselves.