Tax Manager/Senior Tax Manager - HNWI - Trusts & Estates
Location: Newport Beach - Relocation assistance
Job Description:We are currently looking for a Tax Manager to join our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We value work-life balance and seek individuals who can work collaboratively within a team of dedicated professionals. Our firm operates a paperless process. This role will require working in the office.
Key Responsibilities:- Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
- Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
- Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.
Qualifications:- Preferred 10+ years' experience in a public accounting firm.
- Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
Requirements:- Current California CPA License or Master's Degree in Tax.
- Proficiency in Lacerte Tax Preparation and QuickBooks Software.
Salary and Benefits:- Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
- 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model (option).
- Bonuses are based on performance.
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