Attorney in Costa Mesa, CA

In-House

Costa Mesa, CA

Attorney in Costa Mesa, CA

Non-practicing Attorney

5-5 yrs required

No

Job Title: Tax Manager - Private Wealth

Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice at the company, the individual will be responsible for the following duties:
- Conducting high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Preparing and leading client meetings on compliance and consulting projects that pertain to tax planning opportunities and the tax implications of transactions for clients.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles, as well as managing billing and profitability analysis on engagements.
- Engaging in marketplace eminence building and pursuits to enhance the firm's presence and reputation.
- Collaborating with the Private Wealth team to address the specialized needs of ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
- Providing comprehensive, independent, and objective wealth transfer planning advice.
- Assisting clients in making informed, strategic decisions related to personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

Education and Experience Information:
Required qualifications for the position include:
- The ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 to 3 days per week.
- The ability to travel up to 25% on average, based on the work and the clients and industries/sectors served.
- More than 5 years of public accounting experience, with at least 3 years in investment management.
- One of the following accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible, then a Licensed Attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- A Bachelor’s degree in accounting, finance, or another business-related field.
- Experience reviewing partnership and/or trust documents.
- Experience managing projects including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.

Preferred qualifications include:
- An advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for this role considers a wide range of factors that influence compensation decisions, including skill sets, experience, training, licensure and certifications, and other business and organizational needs. The disclosed range estimate for this position is $93,660 to $213,200. It is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program. Awards, if any, depend on various factors, including individual and organizational performance.

The company is an inclusive workplace that values diversity and offers a broad range of benefits to its employees. The company culture empowers individuals to contribute their unique perspectives and make a difference both individually and collectively. The company is committed to professional development, offering opportunities to build new skills, take on leadership roles, and grow through mentorship. The company is an equal opportunity employer and considers all qualified applicants for employment without regard to legally protected characteristics.