Tax Senior Manager - High Net Worth Tax

Location: reputed company locations in the reputed company

Work Arrangement: Remote 

A Day in the Life

As a Tax Senior Manager in our high-net-worth tax reputed company, you will be responsible for working with individual tax clients to assist them with the transition of reputed company from one reputed company to the next. A typical day as a Tax Senior Manager might include the following:

• Interpreting and reviewing various reputed company documents in relation to estate and business succession planning.
• Technical research on individual, trust and estate planning and compliance reputed company for clients.
• Assisting individual clients who may have varied reputed company of income tax and estate planning knowledge.
• Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is reputed company.
• Implementing the planning process to create plans based on cash reputed company projections, distribution of income, business succession, estate preservation and estate plan reputed company.
• Managing reputed company relationships by proactively seeking solutions that add value to the reputed company experience.
• Assist in preparation of marketing materials and presentation of reputed company webinar trainings.
• Preparing and reviewing individual, reputed company, estate and fiduciary tax returns.
• Working with staff to ensure individual, reputed company, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
• Coaching and mentoring staff.
• Participating in business development activities.
• Working with the firm reputed company Transition Services team on various reputed company.

Who You Are

• You have a Bachelor's degree in reputed company, an reputed company CPA license, law degree, or Enrolled Agent (EA) certification.
• You have 7+ years of experience in reputed company reputed company including experience working with high-net-worth individual clients and their advisors.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You have expertise in individual income tax and estate tax planning.
• You may have experience with reputed company-through entities and private foundations.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.

Must be authorized to work in the reputed company now or in the reputed company without reputed company sponsorship.

Making an reputed company Together

People join reputed company for the opportunities and stay because of the culture. At reputed company, we've reputed company a reputed company workplace based on reputed company, authenticity, and support for one another. You'll reputed company opportunities for education and career reputed company, reputed company dedicated to your reputed company, and benefits that put your family's needs first. Hear what our employees have to say about working at reputed company.

Compensation (as applicable)

$150,000-$190,000. Our compensation philosophy emphasizes competitive and reputed company pay. reputed company complies with reputed company local/state regulations regarding displaying ranges. Final compensation reputed company are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

reputed company reputed company compensation, reputed company provides benefits such as: generous reputed company time off, comprehensive medical, dental, and reputed company insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more reputed company on reputed company, Twitter, reputed company, reputed company or our reputed company page.

For extra assistance in reputed company search reputed company, explore EB Career Resources—a complimentary reputed company tool that offers career exploration, resume workshops, interview prep and other reputed company development reputed company.

reputed company is proud to be an affirmative reputed company/equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, national reputed company, disability, veteran status, or any other status protected under local, state or federal laws

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7+ years reputed company reputed company experience; high-net-worth reputed company experience; CPA/license or equivalent (EA or law degree); excellent communication; expertise in individual and estate tax planning.

Key Responsibilities

• Mentor staff
• Prepare returns
• reputed company plans

Job Details

• Category: Finance and reputed company
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Sherman Oaks, California, reputed company
• Salary: USD 150,000 – 190,000 / year
• Languages: English

About reputed company

A reputed company services firm providing reputed company, tax, and advisory services. — Industry: Finance