Job Details

Senior Tax Manager - Private Client Services

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Organization Type


Job Type


Years of Experience

Min 10 yrs required


Irvine, CA

Date Last Verified

Oct 14,2017

Posted on

May 17,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Senior Tax Manager - Private Client Services Duties: Oversee the efforts of multiple teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial asset managers. Write-up of books and records for business and charitable entities. Reviewing personal, fiduciary, and foundation income tax returns. Maintaining and fostering relationships with clients and brokers. Demonstrating an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments. Maintain regular contact with assigned clients and develop strong relationships through personal attention, timeliness of service, and good money saving advice. Researching tax laws and preparing tax memorandum on technical issues. Proven track record of sales/revenue generation. Expanding services to existing clients and developing new business relationships. And manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.

Qualification and Experience

Qualifications: Bachelors degree is essential. CPA License or JD degree required. Tax Advisory and Estate Planning experience required. Must have 10+ years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting. Master's Degree in Taxation or Law Degree desired. Should preferably have experience working with Private Foundations. Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired. Experience with research tools required - RIA Checkpoint and CCH desired.

Additional info

REf SWMC20992

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