Senior Tax Manager

Senior Tax Manager

Our company is a tax accounting and wealth optimization firm, that offers innovative strategies to enhance clients' financial futures. The unique approach of our firm integrates the services of a multi-family office with those of a traditional tax firm, providing comprehensive financial coaching across various aspects of clients' businesses, portfolios, and financial matters. Majority of our clients are entrepreneurs, with a net worth of $50M to $500M dollars. This is why having Ultra High Net Worth Individual Tax Planning, Preparation, Review & Compliance is vital. Because of our growth, we are looking for a Manager, Senior Manager or Director level accountant to hit the ground running.

Responsibilities:

• Lead the review of complex tax returns, with a focus on Ultra/High Net Worth Individuals, Trust, Estate, Gift & NFP.
• Oversee tax compliance and ensure timely filing of all federal, state, and local tax returns.
• Advise clients on tax-saving strategies, including tax planning, structuring, and compliance for businesses and individuals.
• Remotely manage and mentor a team of tax professionals, providing guidance and oversight on client projects.
• Stay current with changing tax regulations and ensure clients are aware of potential impacts on their financial strategies.
• Develop and maintain strong client relationships by offering proactive tax advice and fostering trust.
• Collaborate with the financial planning and asset management teams to provide integrated services and ensure all financial aspects of clients' needs are met.
• Provide support for tax audits and inquiries by tax authorities as needed.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field (Master's is preferred).
• Active CPA Certification
• 7+ years of recent experience in tax accounting or public accounting.
• Strong knowledge of federal, state, and local tax laws, with proven experience in tax planning and compliance.
• Leadership and project management skills, with the ability to handle multiple clients and deadlines.
• Excellent communication and interpersonal skills for effective client interaction.
• Proficiency in tax software and accounting systems.

Benefits:

- Fully Remote (HQed in California but open to anywhere in the United States) - Medical/Dental Vision - 401K with Match - Potential Bonuses - Unlimited PTO (Minimum of 15 days you MUST take) - Tuition Reimbursement

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.