Job Title:
Tax Senior Manager, Private Client Advisors
Job Responsibilities:
- Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.
- Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment.
- Develop responses to IRS and other regulatory and tax authorities' audits, notices, and inquiries.
- Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop less experienced engagement personnel, primarily managers and supervisors.
- Review or conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions.
- Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles.
- Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources.
- Keep current with tax law changes and provide updates and training to the company's tax practice members.
- Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management, and client relations.
Education and Experience Information:
- Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
- Qualified to practice before the IRS (., JD, CPA, or EA).
- Minimum of 6 years' experience in public accounting in taxation or equivalent experience.
- Minimum of 2 years in a managerial role involving clients and team members.
- Possess a strong knowledge of accounting theory and federal, state, and local tax laws.
Preferred Qualifications:
- Master’s Degree in Taxation.
Salary Information:
- For Northern California residents, the compensation range for this position is $160,000 - $265,000. Compensation may vary based on skills, role, and location.
- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Benefits:
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Legal Terminology and Compliance:
- The company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
- The company complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
- This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
- The company expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
- Improper interference with the ability of company employees to perform their job duties may result in discipline up to and including discharge.
- The company does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.
- For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered company property and free of fees.
- Talent Acquisition is the sole point of contact, and contacting others in the organization without Talent Acquisition’s knowledge will result in termination of contract.
- For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
- For individuals who would be working within the City of Los Angeles, the company will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
Additional Information:
- The company has a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network.
