In-House
Irvine, CA
Attorney in Irvine, CA
Non-practicing Attorney
Min 4 yrs required
No
Job Title: Asset & Wealth Management Tax Manager
Job Responsibilities:
- Supervise and develop team members to achieve exceptional deliverables.
- Manage client service accounts and engagement workstreams.
- Independently solve and analyze complex problems.
- Utilize company's technical knowledge and industry insights to address client needs.
- Drive digitization, automation, and efficiency improvements.
- Coach teams to enhance their skills and performance.
- Oversee the successful planning, budgeting, and execution of projects.
- Foster a culture of continuous improvement and innovation.
Education and Experience Information:
- Bachelor's Degree in Accounting is required.
- 4 years of experience in relevant fields is necessary.
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.
What Sets You Apart:
- Thorough knowledge of compliance and consulting for financial partnerships.
- Knowledge of structuring funds to limit tax liability.
- In-depth tax technical skills in partnership tax forms.
- Experience identifying and addressing client needs.
- Building, maintaining, and utilizing networks of client relationships.
- Success as a tax technical business advisor.
- Familiarity with CRM systems.
- Knowledge of automation and digitization in professional services.
- Experience with alternative fee arrangements and pricing strategies.
Salary Information:
The salary range for this position is $99,000 - $266,000. Individuals may also be eligible for an annual discretionary bonus. For roles based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws.
Additional Information:
Company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. For more information on benefits, please visit the provided link. The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or any other status protected by law.
The company does not intend to hire experienced or entry-level job seekers who will need, now or in the future, company sponsorship through the H-1B lottery, except as set forth within the specified policy.
For qualified applicants impacted by various Fair Chance Ordinances, arrest or conviction records will be considered for employment in accordance with these laws. The company recognizes that conviction records may have a direct and adverse relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. These factors are evaluated thoughtfully to establish a secure and trusted workplace for all.
Jun 25, 2025
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