What are the responsibilities and job description for the Tax Manager/Senior Tax Manager position at The Agency Recruiting?
Tax Manager / Senior Tax Manager - HNWI - Trusts & Estates
If the following job requirements and experience match your skills, please ensure you apply promptly.
Location : Newport Beach - Relocation assistance Job Description :
We are currently looking for a Tax Manager to join our team in Newport Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We value work-life balance and seek individuals who can work collaboratively within a team of dedicated professionals. Our firm operates a paperless process. This role will require working in the office.
Key Responsibilities :
- Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
- Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
- Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.
Qualifications :
Requirements :
Salary and Benefits :
Benefits :
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Salary : $150,000
