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Remote Tax Manager for High Net Worth Clients

Get It - Finance
San Jose, CA Remote Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 3/15/2025
Job Overview

We are looking for an accomplished and driven Tax Manager to join our esteemed team in an entirely remote capacity. This role is pivotal in delivering exceptional tax services to a varied clientele of ultra-high-net-worth individuals, partnerships, and associated entities.

Key Responsibilities

  • Manage and oversee tax compliance for high-net-worth clients, ensuring precision and adherence to all relevant tax regulations.
  • Formulate and execute strategic tax planning initiatives aimed at minimizing tax liabilities and enhancing client wealth.
  • Conduct thorough tax research and analysis, addressing intricate tax matters.
  • Prepare and review complex federal and state income tax returns.
  • Foster collaboration with clients and team members to deliver outstanding service and cultivate robust relationships.
  • Maintain up-to-date knowledge of evolving tax laws, regulations, and industry best practices.

Required Skills

  • CPA Certification is mandatory.
  • Extensive experience (minimum 3 years) in tax compliance and advisory services, particularly focusing on high-net-worth individuals and partnerships.
  • Comprehensive understanding of federal and state tax laws and regulations.
  • Proven capability to manage multiple projects and clients efficiently.
  • Exceptional problem-solving, analytical, and communication abilities.
  • Keen attention to detail and adeptness to work independently in a remote setting.
  • Proficiency in tax software and relevant technology tools.
  • A dedication to continuous professional growth and learning.

Qualifications

  • A Bachelor’s degree in Accounting, Finance, or a related field is required.

Career Growth Opportunities

  • This position offers significant pathways for career advancement and professional development within a progressive firm.

Compensation And Benefits

  • Competitive Salary: [Salary Range]
  • Comprehensive Benefits Package: Includes health insurance, paid time off, retirement plans (e.g., 401(k) with matching), and professional development opportunities.
  • Work-Life Balance: Flexible work arrangements and a supportive work environment.

To Apply

Please click on “Apply Now” to submit your resume and cover letter.

Employment Type: Full-Time

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