Tax Manager, Private Client Advisors

United States·San Josemid

OtherClient

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Quick Summary

Overview

Title: Tax Manager, Private Client Services Location: San Ramon/San Jose CA Salary: $120,000 – $166,000 Overview: Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice.

Key Responsibilities

Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns Advise clients on a full spectrum of tax services including planning,…

Requirements Summary

Bachelor's degree in Accounting, Tax, Finance, or a related discipline CPA, JD, or EA designation (must be qualified to practice before the IRS) Minimum 4 years of US tax consulting/compliance experience within public accounting Minimum 1 year in a…

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Responsibilities

~1 min read

→Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns
→Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
→Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
→Review and confirm assignment objectives, scope, and work plans with clients
→Ensure appropriate resource assignment across engagement roles
→Analyze billing and assist with accounts receivable collections
→Assist with new business development, extended services, and tax issue recognition for existing clients
→Seek regular client feedback on assignment progress and overall performance
→Coach and mentor staff and seniors on client engagements and career development
→Consult with high-net-worth clients and their advisors on income tax planning, trust, estate, and inheritance tax planning

Requirements

~1 min read

Bachelor's degree in Accounting, Tax, Finance, or a related discipline
CPA, JD, or EA designation (must be qualified to practice before the IRS)
Minimum 4 years of US tax consulting/compliance experience within public accounting
Minimum 1 year in a managerial role involving clients and team members