Attorney in Sherman Oaks, CA

In-House

Sherman Oaks, CA

Attorney in Sherman Oaks, CA

Non-practicing Attorney

Min 7 yrs required

No

Job Title:
Tax Senior Manager - High Net Worth Tax

Job Responsibilities:
As a Tax Senior Manager in the high-net-worth tax practice, the primary responsibilities include:
- Working with individual tax clients to assist them with the transition of wealth from one generation to the next.
- Interpreting and reviewing various legal documents related to estate and business succession planning.
- Conducting technical research on individual, trust, and estate planning and compliance matters for clients.
- Assisting individual clients with varied levels of income tax and estate planning knowledge.
- Examining the tax situation of individuals, their trusts, and estates from various angles to ensure maximum tax benefits.
- Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow.
- Managing client relationships by proactively seeking solutions that add value to the client experience.
- Assisting in the preparation of marketing materials and presentations for internal and external webinar training.
- Preparing and reviewing individual, gift, estate, and fiduciary tax returns.
- Collaborating with staff to ensure tax returns are completed correctly by required deadlines and under company processes.
- Coaching and mentoring staff.
- Participating in business development activities.
- Working with the company’s Wealth Transition Services team on various projects.

Education and Experience Information:
- A Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification is required.
- A minimum of 7 years of experience in public accounting, including experience working with high-net-worth individual clients and their advisors.
- Expertise in individual income tax and estate tax planning is essential.
- Experience with flow-through entities and private foundations may be beneficial.
- Excellent verbal and written communication skills are necessary.
- Ability to multi-task and meet deadlines is required.
- Experience in developing business and networking is advantageous.
- Authorization to work in the United States now or in the future without visa sponsorship is necessary.

Salary Information:
The compensation range for this position is between $150,000 and $190,000. The company’s compensation philosophy emphasizes competitive and equitable pay, complying with all local/state regulations regarding displaying ranges. Final compensation decisions depend on factors such as geography, experience, education, skills, and internal equity.

Benefits:
Beyond base compensation, the company offers benefits including:
- Generous paid time off
- Comprehensive medical, dental, and vision insurance
- 401(k) profit sharing
- Life and disability insurance
- Lifestyle spending account
- Certification incentives
- Education assistance
- Referral program

Additional Information:
The company is committed to creating a collaborative workplace based on integrity, authenticity, and support for one another. Opportunities for education and career growth, a team dedicated to success, and benefits that prioritize family needs are emphasized. The company is an affirmative action/equal opportunity employer, ensuring all qualified applicants receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.