High Net Worth (HNW) Tax Managing Director

GHJ is looking for a High Net Worth (HNW) Tax Managing Director

WHY we get up in the morning

At GHJ, we foster a flexible, entrepreneurial environment so our people achieve their personal and professional goals.

Our success is driven by retaining the best, diverse talent. We invest in our people and technology to deepen firm expertise and fuel sustainable growth. And we partner with our clients locally and globally to deliver innovative solutions.

WHAT we believe

GHJ works side by side with business leaders and nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting solutions that drive real results. Headquartered in Los Angeles with offices in Buffalo, Denver, Orange County and San Jose and backed by our own dispersed workforce, GHJ meets clients where they are to help leaders achieve their strategic goals.

THRIVING On Our Own Terms

We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, GHJ measures success by the strength of our relationships, the quality of our impact and the integrity of our actions. The Firm’s independence allows us to make strategic choices to innovate, invest and evolve with purpose. Ultimately, GHJ values operational excellence, financial discipline and the courage to prioritize sustainability over size.

Summary of Role:

GHJ is seeking an accomplished High Net Worth (HNW) Tax professional with deep experience in serving high net worth individuals and their related entities.

This position reports to the Tax Department Practice Leader.

The Tax HNW Managing Director will be responsible for leading client engagements requiring individual, trust and gift tax expertise. The ideal candidate will have advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills. Administrative, leadership, and business development responsibilities are also key elements for this position.

The Tax HNW Managing Director is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills, are required. Responsibilities include:

• Managing the preparation and review of individual, trust and gift tax returns for high net worth individuals and their families;
• Performing technical tax review and approval of all tax returns of any complexity;
• Participating in client meetings and tax planning efforts for a variety of clients;
• Acting as a resource for tax preparers/specialists on specific tax issues and/or questions;
• Communicating to the appropriate firm personnel important tax and tax developments affecting the firm's clients;
• Managing governmental tax examinations; may represent the client before the appropriate taxing authorities;
• Supervising tax staff and providing on-the-job training;
• Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs;
• Maintaining a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate;
• Participating in firm's practice development efforts through involvement with referral sources, community and industry activities.

• 10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research.
• Prior leadership of client engagements and supervisory experience of managers and staff.
• Required exposure to Forms 1040 (Individual return), 1041 (trust return), 1065 (partnership/LLC return), 1120S (S corporation return), and 709 (gift return).
• Experience with forms 5227 (Split Interest Trust Information return) and 706 (Estate return) would be a plus.
• Excellent oral & written communication skills.
• Self-starter with the ability to work independently and use good judgment.
• Strong interpersonal skills
• Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients.
• Willingness to lead firm or tax department initiatives and be seen as a leader in the tax department.

• Bachelor’s degree in Accounting, Business, or related equivalent.
• Masters of Science degree in Taxation or a J.D. highly preferred
• CPA certification or active law license required.

Seven decades, one enduring focus: our people and our clients.

GHJ is a national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence. Since 1953, GHJ has combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals.

GHJ is headquartered in Los Angeles and serves clients nationwide, backed by its own dispersed workforce. With nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit.

GHJ is a top-ranking firm in the U.S. and member of HLB International. Through this global network, GHJ offers seamless access to resources in over 150 countries while remaining fiercely focused on client success.

GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, 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. A reasonable estimate of the current range is: $192,900 – $347,100.

Equal Employment Opportunity

GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.

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