Frank, Rimerman + Co. LLP ยท 20 hours ago
Tax Manager - Ultra High Net Worth Individual Practice - San Jose or San Francisco
San Jose, CA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $175K/yr
5+ years expFrank, Rimerman + Co. LLP is a recognized firm seeking Tax Managers with high-net-worth individual tax experience. The role involves reviewing complex tax returns, mentoring team members, and providing strategic tax solutions for a sophisticated client base.
AccountingAdviceConsultingManagement Consulting
No H1B
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
Required
Minimum of 5 years of public accounting experience serving complex, ultra-high net worth individuals
Active CPA license in California - required
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
Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Amanda Arntz, CPA
Senior Manager - Accounting & CFO Advisory
Clarissa Dench
Senior Manager - Business Operations for Accounting and CFO Advisory Services
Recent News
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2025-05-17
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