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Tax Manager - Family Wealth Department
Job Summary
Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors and fiduciaries. Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors and professional athletes who are accustomed to responsive, individualized professional service.
Responsibilities
Qualifications
Tax Manager - Family Wealth Department
1550 Leigh Ave San Jose, CA 95125-5301 US
2018-10-24
2023-04-26
Industry: Accounting / Finance
Job Number: 2036
Job Description
Tax Manager - Family Wealth Department
Job Summary
Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors and fiduciaries. Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors and professional athletes who are accustomed to responsive, individualized professional service.
Responsibilities
- Manages all aspects of the tax engagement (planning, review of tax returns and accounting, client relationships), demonstrating excellent project management skills.
- Supervises and reviews all related work of tax staff on assigned engagements.
- Demonstrates strong technical skills in individual income tax, estate and trust compliance, and effectively applies tax knowledge to client situations as planning opportunities.
- Builds client relationships through delivery of outstanding client service.
- Provides high quality service and timely delivery, consistently exceeding client expectations.
- Helps develop and guide staff by providing performance feedback and participates in firm wide coaching and mentoring program.
- Participates in and provides leadership within the firm.
Qualifications
- Demonstrated leadership skills and a strong desire to work as a key part of a Family Wealth team in furthering its goals and objectives. Opportunity for rapid advancement to principal (owner) for the right candidate
- Proficient with complex individual income tax, fiduciary income tax, private foundation and estate and gift tax issues. Experience in estate administration and estate/trust compliance is strongly desired.
- Experience interacting regularly with clients' investment advisors, attorneys and family-office personnel.
- Bachelor's degree, Masters in Tax preferred
- 5+ years prior CPA firm experience (tax) with expertise in HNW area
- CPA license
- Outstanding written and oral communication skills
- Experience with ProSystem Tax preferred, but not required