Attorney in San Francisco, CA

In-House

San Francisco, CA

Attorney in San Francisco, CA

Non-practicing Attorney

6-6 yrs required

No

Job Title:
Tax Senior Manager - Private Client Services

Job Responsibilities:
Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The responsibilities of the Senior Manager include:

- Engaging in business development activities such as preparing proposals, presenting in webinars, and collaborating with other service lines to present comprehensive tax strategies to prospective and current clients.
- Maintaining communication with clients to ensure satisfaction, meet deadlines, stay updated on legislative changes, and lead change effectively.
- Conducting primary and secondary reviews of complex tax returns, including federal and state filings.
- Drafting technical tax memoranda.
- Supervising, training, mentoring, and evaluating Interns, Associates, and Senior Associates.
- Receiving formal Private Client Services (PCS) and on-the-job training through daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more.

Education and Experience Information:
- Applicants must have 6+ years of relevant work experience in an accounting firm, with at least 5 years of experience in Private Client services.
- A bachelor’s degree and/or an advanced degree in Accounting, Finance, Economics, or a related field is preferred.
- An advanced credential that allows for client representation before the Internal Revenue Service is required, such as a CPA or JD.
- Candidates should be self-starters with the initiative to seek out opportunities and the ability to work successfully in a fast-paced, high-pressure environment.
- Proficient use of technology is required.

Salary Information:
For individuals hired to work in San Francisco, the expected salary range for this role is $160,000 to $253,900. The actual salary offer can vary based on employee qualifications. In addition to competitive base compensation, the company offers annual discretionary bonuses based on firm and individual performance. Other forms of discretionary compensation may also be offered to the hired applicant in addition to their established salary range scale.

Compensation and Benefits:
The company provides a competitive base compensation and benefits package, along with a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. Employees and their families are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in the company’s 401(k) plan upon hire. The company offers paid time off, beginning at 160 hours annually, and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, candidates are encouraged to visit the company’s careers FAQs page.

Legal and Equal Opportunity Information:
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. The company will not consider candidates for this position who require sponsorship for employment visa status now or in the future (., H-1B status). The company welcomes and encourages workforce diversity and is an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. The company makes every effort to provide reasonable accommodations to qualified individuals with disabilities.