HNW (High Net Worth) Tax Seniors
3coast
, CA
4d ago

Job Description :

You will help maintain and grow the tax practice of the Firm.

Responsibilities :

Review tax projects related to tax advisory, planning, research and consulting for high net worth individuals and their flow through entities.

Anticipate and identify client tax issues and concerns, provide consultative and strategic solutions to resolve identified issues.

Mentor, train and supervise Tax Associates.

Work with the Partners and Managers of the firm and make recommendations concerning business and tax planning strategies for external clients.

Participate in the recruitment of new staff.

Determine optimal approaches for delivering high-quality client services.

Qualifications :

A Bachelors degree in accounting or business with an emphasis in accounting.

A Master's degree in taxation a plus, or in progress.

CPA eligibility in the State of California, pending certification or progress toward passing the current exams.

  • 3+ years of public accounting experience in taxation with focus on high net worth individuals and / or commensurate experience in corporate tax department;
  • Well versed in business entities (i.e., Corporations, S-Corps, Partnerships and LLCs).

    Possess a proven track record in analyzing financial and tax data and attributes.

    The candidate must possess a broad spectrum of skills and will have a breadth of tax experience that will immediately inspire confidence.

    High energy individual who understands the value of counseling and mentoring others.

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