Tax Manager / Senior Manager – High Net Worth Individuals
| Company | HCVT |
|---|---|
| Location | Westlake Village, CA, USA |
| Salary | $140000 – $180000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Undergraduate degree in accounting; Master’s in Tax a plus
- CPA certificate
- Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
- Strong organizational and management skills
- Excellent written, oral communication and documentation skills
- Ability to articulate complex tax matters in ‘business’ language
- Ability to integrate and team with others
- Ability to work effectively in a demanding, fast-paced and complex environment
- Strong team player with emphasis on the continued growth and development of team members
- Excellent analytical skills and judgement
Responsibilities
- Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
- Leads teams of seniors and staff accountants
- Oversees planning and scheduling of engagements
- Research complex tax issues
- Ensures quality of work product
- Monitors work-flow
- Coaches/mentors individual team members
- Provides formal and informal feedback
- Communicates progress to partners
- Develops and maintains strong client relationships with client personnel and prospective clients
- Works closely with clients to advise on income tax issues and related tax planning
Preferred Qualifications
-
No preferred qualifications provided.