Senior Tax Manager - UHNW (Irvine, CA)
Core
Lead client relationships and deliver income tax returns, projections, and analysis for high-net-worth and ultra-high-net-worth families.
Role type
Senior Tax Manager (UHNW)
Builds
Tax compliance services and strategic tax planning for wealthy households
Domain
Wealth Management / Individual & Entity Taxation
Required skills
Individual and entity tax preparation, tax law research, client relationship management, tax projection analysis, team mentoring, tax return review and signing
Preferred skills
Advanced degree (MST, JD, LLM, CFP), CCH Axcess/Workflow experience
Technologies
CCH Axcess, CCH Workflow, CCH SafeSend
Responsibilities
Research, analyze, review, and sign tax returns for individual, trust, and business clients; Provide insight on entity structures and philanthropic strategies; Analyze and adjust quarterly tax estimates; Communicate tax matters clearly to clients; Respond to tax notices and agency correspondence; Mentor junior tax staff
Seniority
Senior, hands-on IC with mentoring responsibilities
