Tax Manager- Ultra HNW client focus

San Francisco, CA 94102 | Fully Remote

Posted: 05/07/2024 Industry: Accounting & Finance Job Number: AF050724UHNW Pay Rate: 130k to 175k Remote: Experience: 5 years or greater

Job Description

Established regional CPA firm seeking Tax Managers with 5+ years of high-net-worth individual tax experience in public accounting. Experience with estate planning implementation via trusts is a strong plus for our larger individual clients. CPA license is required.

Primary responsibilities include reviewing complex returns as well as planning, projection and compliance projects. You will be responsible for providing thoughtful feedback to preparers and initial reviewers, corresponding with clients, and managing overall projects. Mentoring team members and transferring knowledge to those learning under you is highly valued by the Firm.

The firm has multiple offices in The Bay Area. This position can be based in any of those offices or be fully remote from outside the Bay Area.

 

 

#LI-JH1

 

Job Requirements

Qualifications

  • Minimum of five years of public accounting experience serving complex ultra-high net worth individuals
  • CPA licensed
  • Bachelor's and/or master’s degree with an emphasis in accounting/taxation
  • Experience training and developing staff
  • Passionate professional who understands the value of developing others

Additional Information

Please send resumes to Jamie Hoban at jhoban@cpsjobs.com

Thank you.

Meet Your Recruiter

James Hoban
Executive Recruiter

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About San Francisco, CA

Ready to take your career to new heights? Explore job opportunities around the bustling city of San Francisco, California. Known for its vibrant tech scene, picturesque views of the Golden Gate Bridge, diverse culinary offerings like the famous clam chowder in sourdough bread bowls at Fisherman's Wharf, and the artistic vibe of the iconic street art at Clarion Alley. Work-life balance flourishes with easy access to outdoor adventures like hiking in Muir Woods, catching a Giants game at Oracle Park, or browsing through the exhibits at the San Francisco Museum of Modern Art. Join us in San Francisco and discover the endless possibilities this innovative and charming city has to offer.