Attorney in Woodland Hills, CA

In-House

Woodland Hills, CA

Attorney in Woodland Hills, CA

Non-practicing Attorney

4-4 yrs required

No

Job Title:
Tax Manager, Private Client Advisors

Job Responsibilities:
- Review and coordinate the preparation of tax returns related to high-net-worth individuals, focusing on personal income tax returns, closely held businesses, trust, estate, and gift tax returns.
- Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations, and general transactional activities.
- Conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions.
- Review and confirm assignment objectives, scope, and work plan with clients.
- Identify assignment resource requirements and ensure appropriate resources are assigned to specific roles.
- Analyze billing and assist with accounts receivable collections from clients.
- Assist with new business development, extended service, and tax issue recognition for existing clients.
- Seek regular client assessment of assignment progress and overall feedback on performance.
- Coach and mentor staff and seniors on client engagements and career path.
- Consult with high-net-worth clients and their advisors on income tax planning, trust, estate, and inheritance tax planning.

Education and Experience Information:
- Bachelor's Degree in Accounting, Tax, Finance, or related discipline required.
- Qualification to practice before the IRS (., JD, CPA, or EA) required.
- Minimum of 4 years' experience in . tax consulting/compliance within public accounting.
- Minimum of 1 year in a managerial role involving clients and team members.
- Preferred qualification includes a Master’s Degree in Taxation.

Salary Information:
- The compensation range for this position in Southern California is between $115,000 and $190,000.
- 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.

Additional Information:
- The company offers a robust benefits package including medical, dental, and vision insurance, a generous PTO plan, paid sick time, flexible work arrangements, 401K with profit sharing, a wellness program, generous parental leave, and 11 paid holidays.
- The company provides equal employment opportunities to all employees and applicants 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.
- The company 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.
- The company does not accept unsolicited candidates, referrals, or resumes from staffing agencies, recruiting services, sourcing entities, or third-party paid services without a pre-existing agreement.
- For positions based in San Francisco, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
- For individuals working in Los Angeles, the company will consider all qualified applicants, including those with criminal histories, in accordance with applicable laws.
- The company has a community of resources ready to support ideas, build skills, and expand professional networks.