Tax Manager

High Net Worth Individual Tax Manager

Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory experience!

We are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. We deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded over 30 years ago in Sacramento, California, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth.

We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

We're currently seeking a Tax Manager for our Walnut Creek, CA office.

The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.

This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role. The base salary range for this role is $130,000 - $140,000 per year. In addition, we also provide generous benefits to all our full-time employees.

You will apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements

Analyze and respond to IRS, state, and local tax agency notices

Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues

Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management

Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience

Proficiency in income tax planning and compliance

Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience

Strong Excel and other software skills Intuit Lacerte tax software experience preferred

Excellent oral and written communication skills and attention to detail

Strong interpersonal and client service skills

Ability to handle multiple priorities, clients and tight deadlines

Benefits

We value our associates' time and effort.

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP

Optional supplemental benefits Healthcare savings accounts with company contribution

Flexible spending accounts

Flexible working arrangements

Generous 401K contributions

This is an Exempt position. Exempt associates qualify for our " flexible" paid time off policy to take as needed.

Option to participate in our Equity Purchase Program Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.