Tax Manager

Location:

Solana Beach, CA, US (Onsite or Hybrid)

Position Type:

Direct Hire

Hourly / Salary:
Based on experience ($120K - $153K annual base salary)

Overview:

As a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:

• Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines.
• Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
• Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
• Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Performing technical research on individual, trust and estate planning and compliance matters for clients.
• Advising and coaching team members and providing consistent recognition and encouragement to team members.
• Managing client relationships by proactively seeking solutions that add value to the client experience.
• Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.

Who You Are:

• You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification.
• You have 5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns.
• You have a well-rounded knowledge of tax accounting principles and IRS regulations.
• You have expertise in individual income tax and estate tax planning.
• You may have experience with flow-through entities and private foundations.
• You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You have experience developing business and networking.