About the Company
Our client, a wealth management firm is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
About the Role
An experienced Tax Manager take the tax services to the next level for the clients of the firm. Possesses excellent interpersonal skills. Someone who demonstrates determination and commitment. Someone who has an entrepreneurial mindset and looking to teach advisors the tax side of their business.
Responsibilities
Qualifications
5+ years of prior experience in tax compliance and broad knowledge of tax issues. Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities.
Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems. Bachelor’s degree in accounting, finance, or related field.
Certified Public Accountant license in California active and in good standing required.
Pay range and compensation package
The expected pay range for this position is between $165-195K annually. The actual compensation will be determined based on experience.
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