High Net Worth Tax Manager/Senior Manager

Role Overview

• The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others.
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plan.
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities.
• Responsible for the engagement profitability — billings and collections.
• Participate in firm’s committees and management meetings.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Ability to operate a computer, calculator and software used for estate tax and valuation.
• Willingness to become a part of the firm’s Mentoring Program.
• Performs such other duties as may be assigned.

Requirements

• 5+ years of experience performing research and providing quality technical advice.
• Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.
• Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
• California income tax experience required.

Benefits

• Equal Employment Opportunity