Tax Manager - West Coast

Job Summary

We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

Essential Job Functions will include:

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections.
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
• Perform tax research
• 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 review of correspondence
• Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
• All other duties as assigned

Required Knowledge, Skills, and Abilities:

• Minimum 5+ years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Master’s degree in T