What are the responsibilities and job description for the Senior Tax Manager-Financial Services position at RK Partners?
Job Description
Job Description
About the job
A little more about our client :
Our wealth management client 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.
Who We are Seeking :
Someone looking to take the tax services to the next level for their clients
Possesses excellent interpersonal skills
Someone who demonstrates determination and commitment
Someone who has an entrepreneurial mindset
What You'll Do :
The essential functions include, but are not limited to the following :
As the Tax Manager, you will :
Establish and grow the firms tax services department, including managing and training other highly capable and qualified team members
Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates
Provide audit support and represent clients before tax authorities
Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations
Collaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client’s financial plan and goals
Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients
Experience :
Must meet background check and fingerprinting requirements
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.
Compensation :
The expected pay for this role is up too 185K annually. The actual compensation will be determined based on experience.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Senior Tax Manager-Financial Services?
Sign up to receive alerts about other jobs on the Senior Tax Manager-Financial Services career path by checking the boxes next to the positions that interest you.
