18 Tax Manager (High Net Worth) Jobs in Palo Alto, CA
Jobot is Hiring a Tax Manager (High Net Worth) Near Palo Alto, CA
Job details
Top CPA firm!This Jobot Job is hosted by Mallory Calloway
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Salary $130,000 - $170,000 per year
A Bit About UsBased in San Jose, CA we are a fast-growing Public Accounting Firm that is dedicated to bringing our clients much-needed services not offered at most firms. We are well known and come highly recommended by those we have consulted for. Our services do include traditional Tax, Auditing, and Advisory.
4.5 stars on glassdoor, top 50 firm, great benefits, we believe in a great work/life balance!
Why join us?
- Highly Competitive Base Salary
- Extremely Competitive Benefits Package
- Accelerated Career Growth
- 8-20% year over year raises
- 5 weeks of PTO
We are currently seeking a dynamic and highly-skilled Permanent Remote HNW Tax Manager to join our finance team. This is an exciting opportunity to work with ultra high net worth individuals, partnerships, and individual tax matters. This role is fully remote and offers the chance to work with a diverse portfolio of clients, providing strategic tax planning and compliance services. The successful candidate will be a Certified Public Accountant (CPA) with a minimum of 3 years of experience in a similar role.
ResponsibilitiesAs a Permanent Remote HNW Tax Manager, your responsibilities will include
- Managing and overseeing tax compliance for ultra high net worth individuals, partnerships, and other related entities.
- Providing strategic tax planning and consulting services tailored to each client's unique needs and circumstances.
- Conducting thorough tax research and analysis to ensure compliance with all applicable tax laws and regulations.
- Reviewing and preparing complex federal and state income tax returns.
- Collaborating with team members and clients to identify and implement tax planning strategies that minimize tax liability and increase client wealth.
- Maintaining and building strong client relationships through excellent customer service and effective communication.
- Staying abreast of current industry trends, changes in tax laws, and new tax planning strategies.
- Certified Public Accountant (CPA) designation is required.
- A minimum of 3 years of experience in tax compliance and advisory services, specifically with ultra high net worth individuals and partnerships.
- In-depth knowledge of federal and state tax laws and regulations.
- Proven track record of managing multiple clients and projects simultaneously.
- Exceptional problem-solving skills and the ability to provide practical and innovative tax solutions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
- Strong attention to detail and the ability to work effectively in a remote environment.
- Proficiency in tax software and technology tools.
- A commitment to continuous learning and professional development.
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Job Summary
Full Time
$197k-244k (estimate)
09/03/2024
09/30/2024
jobot.com
IRVINE, CA
200 - 500
2014
Private
TIM MURPHY
$50M - $200M
Related Companies
About Jobot
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
The job skills required for Tax Manager (High Net Worth) include Client Relationship, CPA, Accounting, Customer Service, Problem Solving, Tax Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Manager (High Net Worth). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Manager (High Net Worth). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Manager (High Net Worth) positions, which can be used as a reference in future career path planning. As a Tax Manager (High Net Worth), it can be promoted into senior positions as a Tax Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Manager (High Net Worth). You can explore the career advancement for a Tax Manager (High Net Worth) below and select your interested title to get hiring information.
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