Senior Tax Manager - Ultra High Net Worth Practice, SJ or SF locations jobs in United States
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Frank, Rimerman + Co. LLP · 4 months ago

Senior Tax Manager - Ultra High Net Worth Practice, SJ or SF locations

Frank, Rimerman + Co. LLP is a top firm recognized for its excellence in the tax practice, seeking Senior Tax Managers with extensive experience in ultra high-net-worth individual tax. The role involves providing innovative tax solutions, mentoring team members, and managing complex tax projects for a sophisticated client base.

AccountingAdviceConsultingManagement Consulting
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Growth Opportunities
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Responsibilities

Review returns and other tax projects related to compliance, advisory, planning, research and consulting
Anticipate and identify client tax issues and concerns, providing consultative and strategic solutions
Mentor, train and supervise associates and senior associates
Work with leadership to formulate strategic business and tax planning recommendations
Identify ways to improve processes with a focus on providing the highest quality client service
Participate in the recruitment of new staff

Qualification

Ultra high-net-worth tax experienceCPA licensureEstate planning implementationPublic accounting experienceClient correspondenceMentoring staffProject management

Required

7+ years of ultra high-net-worth individual tax experience in public accounting
CPA licensure is required
Minimum of 7-8 years of public accounting experience serving complex ultra-high net worth individuals
Bachelor's and/or master's degree with an emphasis in accounting/taxation
Experience training and mentoring staff
Passionate professional who understands the value of developing others

Preferred

Experience with estate planning implementation via trusts is a plus for our larger, individual clients

Company

Frank, Rimerman + Co. LLP

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Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.

Funding

Current Stage
Late Stage

Leadership Team

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Amanda Arntz, CPA
Senior Manager - Accounting & CFO Advisory
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Clarissa Dench
Senior Manager - Business Operations for Accounting and CFO Advisory Services
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