Tax Manager (Southern California - Newport Beach, Irvine, San Diego)
Core
Lead client relationships and deliver income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses.
Role type
Senior IC tax manager
Builds
Tax compliance services and financial planning for high-net-worth clients
Domain
Wealth management / Tax services
Required skills
Individual and entity tax preparation, tax research, tax law knowledge, client communication, team mentoring, time management
Preferred skills
Master's degree in Tax, experience with CCH Axcess/Workflow/Practice/SafeSend
Technologies
CCH Axcess, CCH Workflow, CCH Practice, CCH SafeSend
Responsibilities
Review and sign tax returns for high-net-worth individuals, trusts, and businesses; Create quarterly estimates and projections; Perform tax research; Mentor a team of tax associates and specialists; Communicate tax law changes to clients; Respond to tax notices and correspondence.
Seniority
Senior, hands-on IC with mentoring responsibilities
