Tax Manager

San Diego, California

Work Arrangement: Remote
2024-10-09

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:

  • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Assistants in the local office or region, as assigned

  • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses

  • Perform tax research while creating quarterly estimates and projections

  • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients

  • Work with tax staff to respond to tax notices and initial preparation of corresponding letters.

Why Work Here?

  • Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk!

  • 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!

#LI-AG5
 

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