Senior Tax Manager / Tax Partner - HWNI / Private Client Services
San Francisco, CA 94105
Senior Tax Manager / Tax Partner - HNWI / Private Client Services
Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.
The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.
Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes
Get involved with tax controversies and advise and counsel clients
Interact with senior partners in planning for the firm
Interact with clients throughout the year to ensure a steady relationship between the client and the firm
At least 15 years of experience
Public accounting with HNWI (high net worth individual) experience
Well-versed in high net worth individual, trust, estate, gift and foundation tax
Strong research and technical skills
CPA & MBA preferred
Software skills in Excel