High Net Worth Tax Manager

Summary

Join GHJ, a leading accounting firm, as a Tax Manager and play a crucial role in preparing accurate and timely tax returns for high-net-worth clients. You will manage a team, perform technical tax reviews, and participate in sophisticated tax planning. This position requires advanced technical skills in tax and accounting, strong management and supervisory abilities, and excellent communication skills. The ideal candidate will have 5+ years of experience, a Bachelor's degree in Accounting or a related field, and CPA certification. A Master's degree in Taxation or a J.D. is highly preferred. The firm offers a competitive salary range of $132,500 - $175,000.

Requirements

• Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required
• Excellent oral and written communication skills
• Demonstrate leadership and supervisory skills
• Strong interpersonal skills, including proven experience liaising with clients
• Self-starter with the ability to work independently and use good judgment
• Participates in career development program to improve managerial, communication, and interpersonal skills
• 5+ years of experience performing research and providing quality technical advice
• Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
• California income tax experience required

Responsibilities

• The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others
• The Tax Manager may have input on any tax issue presented
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting
• Reviews and advises on clients’ estate plan
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues
• Stays informed and knowledgeable on technical standards and tax law
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns
• Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
• Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities
• Responsible for the engagement profitability — billings and collections
• Participate in firm’s committees and management meetings
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs
• Ability to operate a computer, calculator and software used for estate tax and valuation
• Willingness to become a part of the firm’s Mentoring Program
• Performs such other duties as may be assigned

Preferred Qualifications

Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position

Benefits

$132,500 - $175,000