Tax Manager
San Diego, California
We are working with a notable wealth management firm, and they are looking to bring on a Tax Manager to their growing team!
Must experience working with HNW or UHNW Individuals.
You will play a vital part to the growth and development for a team of Senior Tax Associates and Tax Associates while continuing to build upon your tax experience.
Interested to learn more? Apply today!
Who You Are:
- Bachelor’s degree in Accounting or related field
- 5+ years of tax experience working with HNW and/or UHNW Clients
- CPA and/or EA is required
- Ability to communicate effectively to clients and advisors while working cross-functionally with different managers and executives
- Showcase strong management skills in order to develop and train senior and associate level employees
What You’ll Do:
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Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Assistants in the local office or region, as assigned
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Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
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Perform tax research while creating quarterly estimates and projections
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Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
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Work with tax staff to respond to tax notices and initial preparation of corresponding letters.
Why Work Here?
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Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk!
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Collaborative Culture: Growth and development is of top priority! You'll be a part of a supportive team working together to grow personally and professionally.
What does this position pay?
- Compensation is determined by several factors which may include skillset, experience level, and geographic location.
- The expected range for this role is $115,000 to $140,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
Now What?
Please send your resume to Adrianna at AG@provenrecruiting.com if you are interested in learning more!
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