California Licensed Tax Senior Manager
Job Summary
As a California Licensed Tax Senior Manager in the high-net-worth tax practice, the full-time position will manage individual tax clients, focusing on wealth transition, estate planning, and tax compliance, with the flexibility to work remotely or in-office.
Key responsibilities
- Interpreting legal documents related to estate and business succession planning
- Preparing and reviewing individual, gift, estate, and fiduciary tax returns while ensuring compliance with deadlines
- Coaching and mentoring staff while managing client relationships to enhance the client experience
Required qualifications
- Bachelor's degree in Accounting, active CPA license, law degree, or Enrolled Agent (EA) certification
- 7+ years of experience in public accounting with high-net-worth individual clients
- Expertise in individual income tax and estate tax planning
- Experience with flow-through entities and private foundations is a plus
- Proven ability to develop business and networking skills
Complete Job Description
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