What are the responsibilities and job description for the Senior Tax Manager - High- Net Worth position at The Agency Recruiting?

High Net Worth Tax Senior Manager

San Francisco, CA

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

Looking to work at a firm that encourages a work life balance and a path to Partner?

We are a successful practice that specializes in working with :

Mid to Upper Level Executives
High Net Worth Individuals
Small Business Owners
S Corporations & Partnerships

The focus of our proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities. The goal of the firm is to always remain a boutique level firm. The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice.

How you’ll spend your time :

Reviewing individual, fiduciary, gift and business tax returns prepared by staff and / or seniors for accuracy

Researching and drafting tax memorandums involving complex tax matters

Identifying and implementing tax planning opportunities

Handling and resolving tax controversies

Having conversations with clients to provide insight and individually tailored solutions

Managing multiple engagements concurrently with various teams to efficiently meet client deadlines

Conducting constructive discussions with team members on their evaluations and providing counsel accordingly

Serving in professional development programs as an instructor or discussion leader

Growing the business

We are primarily looking for a candidate with the following qualifications :

Bachelor's degree in accounting with an active CPA license

Having a Master’s of Science in Taxation is a plus

7 years prior experience working in the tax department of a public accounting firm

At least 5 years of tax review which includes experience with 1040s and 1041s; specifically, in the areas of :

Multi-State taxation

Schedule C and Single Member LLC

Complex K-1s and brokerage statements

Employee stock option reporting and planning

Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships

Ability to manage multiple engagements and complete projects in a rapidly growing, fast-paced, interactive, results-based team environment

Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client’s management

Excellent analytical, organizational, project management skills, and strong attention to detail

The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance.

California ranges are from $150,000 - $225,000.

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Salary : $150,000 - $225,000

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