Private Client Tax Manager — Estate & Wealth Planning Lead

BDO USA, Llp; San Francisco (CA); Sur place; USD 112 000 - 150 000; Plein temps

Avantages offerts par ce poste

Employee Stock Ownership Plan

Flexible work environment

Professional development opportunities

Résumé du poste

A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations. The ideal candidate will have at least five years of relevant experience, a CPA certification, and strong communication skills. This role offers competitive compensation and opportunities for professional growth.

Qualifications

• Five years or more experience in accounting, finance, or law.
• Experience in public accounting or private client services preferred.
• Certified Public Accountant or equivalent credential required.

Responsabilités

• Manage tax and consulting engagements.
• Gather information needed to prepare tax returns.
• Review tax returns and provide feedback.

Connaissances

Communication

Time Management

Leadership

Technical Skills

Business Development

Formation

Bachelor’s degree in Accounting, Finance, Economics, or Statistics

Master’s degree in Accountancy or Taxation

Outils

Microsoft Office Suite

GoSystems

BNA Tax Planner

SurePrep

BNA Portfolio

CCH IntelliConnect

Description du poste

A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations. The ideal candidate will have at least five years of relevant experience, a CPA certification, and strong communication skills. This role offers competitive compensation and opportunities for professional growth.