Sr. Manager, Tax Services (UHNW)- Encino, CA or Woodland Hills, CA
Core
Leading client relationships and a group of tax professionals to provide tax compliance services, including reviewing and signing tax returns, projections, and analysis for high-net-worth and ultra-high-net-worth clients.
Role type
Senior Manager, Tax Services
Builds
Tax compliance deliverables (returns, projections, analysis) for UHNW clients
Domain
Wealth Management / Tax Services
Required skills
Individual and entity tax preparation, tax code knowledge, general accounting, team leadership, process improvement, CRM management, operational procedure design
Preferred skills
MST, JD, LLM, CFP, experience with CCH, BNA, SafeSend
Technologies
CCH, BNA, SafeSend
Responsibilities
Coordinating tax team activities and managing deliverables, Reviewing and signing tax returns for high-net-worth individuals, trusts, and businesses, Driving team attainment of SLAs and KPIs, Analyzing team performance data and providing coaching, Identifying areas for process improvement, Supporting technology initiatives and updating operational procedures
Seniority
Senior, hands-on IC with management responsibilities
