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Senior Tax Manager

Position Type:
Full-time
Experience:
5 - 10
We are a collection of quality boutique tax and accounting offices in California. We provide opportunities for EA and CPA tax practitioners who want to eliminate the administrative burden of operating a tax practice and to spend more time with their clients. We are currently seeking a Senior Tax Manager to work with high net worth clients.
Basic Qualifications:
o A Bachelor's degree in Accounting, Finance or Economics
o CPA or EA certification
o 5 years of recent tax experience required.
o Excellent written and verbal communication skills.
o Ability to work independently and in a team environment
o Tax planning, preparation and research for our high net worth individual and related business, including trusts and estates and charitable entities.
o Write-up of books and records for business and charitable entities.
o Private foundation experience.
o Contributing to client satisfaction by providing timely services and work product.
o Maintaining and fostering relationships with clients and brokers.
o Demonstrating an understanding of basic tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments.

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