GHJ · 2 months ago
High Net Worth Tax Manager
Hybrid
Full-time
Hybrid
Senior Level
$130K/yr - $165K/yr
5+ years expGHJ is a well-established independent accounting firm dedicated to helping clients build thriving businesses and create a better future. The Tax Manager will oversee the preparation of high net worth clients' tax returns, manage a team of tax preparers, and provide expert advice on complex tax issues.
AccountingConsultingIndustrial
Responsibilities
The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others
Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings
Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary
Delegates, manages, and performs tax research projects to achieve an accurate and efficient product
Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting
Reviews and advises on clients’ estate plan
Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues
Stays informed and knowledgeable on technical standards and tax law
Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns
Reviews wills and trusts pertaining to estate and fiduciary income tax returns
Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner
Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns
Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters
Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities
Responsible for the engagement profitability — billings and collections
Participate in firm’s committees and management meetings
Proficiency in use of computer tax preparation, tax research, and tax planning software programs
Ability to operate a computer, calculator and software used for estate tax and valuation
Willingness to become a part of the firm’s Mentoring Program
Performs such other duties as may be assigned
Qualification
Required
5+ years of experience performing research and providing quality technical advice
Bachelor's degree in Accounting, Business, or related equivalent, as well as CPA certification
Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
California income tax experience required
Excellent oral and written communication skills
Demonstrate leadership and supervisory skills
Strong interpersonal skills, including proven experience liaising with clients
Self-starter with the ability to work independently and use good judgment
Participates in career development program to improve managerial, communication, and interpersonal skills
Proficiency in use of computer tax preparation, tax research, and tax planning software programs
Ability to operate a computer, calculator and software used for estate tax and valuation
Preferred
Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position
Company
GHJ
At GHJ, we go beyond numbers.
201-500 employees
H1B Sponsorship
GHJ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (6)
Funding
Current Stage
Growth StageLeadership Team
Andrew J. Pitt, CPA
Tax Partner
Dan Landes, CPA
Partner, Practice Leader - Media & Advertising at Green Hasson Janks
Company data provided by crunchbase