GTN Technical Staffing · 1 week ago
Tax Manager - High Net Worth
Solana Beach, CA
Full-time
Hybrid
Mid, Senior Level
$0/yr - $150K/yr
5+ years expGTN Technical Staffing is seeking a Tax Manager in their high-net-worth tax practice. The role involves preparing and reviewing complex tax returns, creating wealth transition plans, and managing client relationships while ensuring compliance with tax regulations.
Field SupportInformation TechnologyRecruitingStaffing Agency
No H1B
U.S. Citizen OnlyHiring Manager
Shauna Hunter
Responsibilities
Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes
Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow
Interpreting and reviewing various legal documents in relation to estate and business succession planning
Performing technical research on individual, trust and estate planning and compliance matters for clients
Advising and coaching team members and providing consistent recognition and encouragement to team members
Managing client relationships by proactively seeking solutions that add value to the client experience
Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions
Qualification
Required
Bachelor's degree in Accounting
Active CPA license, law degree, or Enrolled Agent (EA) certification
5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns
Well-rounded knowledge of tax accounting principles and IRS regulations
Expertise in individual income tax and estate tax planning
Excellent verbal and written communication skills
Experience developing business and networking
Preferred
Experience with flow-through entities and private foundations
Company
GTN Technical Staffing
GTN Technical Staffing identifies, screens, and recruits information technology professionals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bright
Vice President, Sales
Greg Smith
President
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