Senior Tax Manager - High- Net Worth

Company: The Agency Recruiting
Location: San Francisco
Posted on: April 1, 2025

Job Description:

High Net Worth Tax Senior ManagerSan Francisco, CALooking to work at a firm that encourages a work life balance and a path to Partner?We are a successful practice that specializes in working with:

• Mid to Upper Level Executives
• High Net Worth Individuals
• Small Business Owners
• S Corporations & PartnershipsThe focus of our proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities. The goal of the firm is to always remain a boutique level firm. The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice.How you'll spend your time:
  • Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
  • Researching and drafting tax memorandums involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Handling and resolving tax controversies
  • Having conversations with clients to provide insight and individually tailored solutions
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader
  • Growing the businessWe are primarily looking for a candidate with the following qualifications:
    • Bachelor's degree in accounting with an active CPA license
    • Having a Master's of Science in Taxation is a plus
    • 7 + years prior experience working in the tax department of a public accounting firm
    • At least 5 years of tax review which includes experience with 1040s and 1041s; specifically, in the areas of:
      • Multi-State taxation
      • Schedule C and Single Member LLC
      • Complex K-1s and brokerage statements
      • Employee stock option reporting and planning
        • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
        • Ability to manage multiple engagements and complete projects in a rapidly growing, fast-paced, interactive, results-based team environment
        • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client's management
        • Excellent analytical, organizational, project management skills, and strong attention to detailThe compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance.California ranges are from $150,000 - $225,000.
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Keywords: The Agency Recruiting, San Francisco , Senior Tax Manager - High- Net Worth, Accounting, Auditing , San Francisco, California