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Job description
Large consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
The Team
The Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
Qualifications
Required
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
Bachelor's degree in accounting, finance, or other business-related field
One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible: Licensed attorney
Enrolled Agent
Certifications: Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)
Ability to travel up tp 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
Advanced degree such as MST, MAcc, JD, or LLM
Knowledge of fund accounting and general ledger accounting
Experience reviewing partnership and/or trust documents
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Strong communication, interpersonal, and organizational skills
Excellent research and writing skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.