Remote Tax Manager for HNW Clients & Planning

Parallel Advisors, LLC; San Francisco (CA); Híbrido; USD 115.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision benefits

401K matching

Professional development support

Descripción de la vacante

Parallel Advisors, LLC is seeking a results-driven Tax Manager to join our expanding tax department. This fully remote role serves high-net-worth clients and collaborates with our Tax Team, clients, and financial advisors to deliver comprehensive tax compliance, advisory, and proactive planning services.

You will manage complex returns, projections, and tax research, while maintaining exceptional client service in a fast-paced environment.

Formación

• BA/BS in Finance, Accounting, or related field.
• Active CPA license or IRS Enrolled Agent (CPA preferred).
• 7+ years of experience preparing complex tax returns for high-net-worth clients.
• Experience with professional tax software packages (Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (SurePrep).
• Experience with QuickBooks Online preferred.
• Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions.
• Exceptional analytical and mathematical problem-solving skills.
• Exceptional organizational, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment.
• Capability to manage multiple demands and competing priorities.
• Sound judgment regarding confidential and sensitive matters.
• CRM experience (Salesforce preferred) a plus.

Responsabilidades

• Prepare complex tax returns for high-net-worth individuals and related entities.
• Analyze client books (e.g. QBO) for extraction of tax data and propose year-end adjustments.
• Serve as primary contact for external client communications regarding tax matters, ensuring high service levels.
• Prepare quarterly and year-end tax projections and compute estimated tax payments.
• Perform tax research and recommend solutions to client questions.
• Act as point person for assigned clients and respond to technical questions from clients/advisors.

Conocimientos

CPA or EA experience

Tax research

Client communication

Analytical thinking

CRM (Salesforce)

QBO experience

Time management

Multi-tasking

Deadline orientation

Deductive reasoning

High-net-worth taxes

Educación

BA/BS in Finance, Accounting, or related field

Herramientas

Lacerte

UltraTax CS

CCH Axcess

ProSystem fx

SurePrep

QuickBooks Online

Descripción del empleo

Parallel Advisors, LLC is seeking a results-driven Tax Manager to join our expanding tax department. This fully remote role serves high-net-worth clients and collaborates with our Tax Team, clients, and financial advisors to deliver comprehensive tax compliance, advisory, and proactive planning services.

You will manage complex returns, projections, and tax research, while maintaining exceptional client service in a fast-paced environment.