Senior Tax Advisor - Wealth Management for HNW

Cerity Partners; Irvine (CA); Vor Ort; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance for advanced cert

Community volunteering time

Zusammenfassung

Cerity Partners is seeking a seasoned tax professional to join our wealth management team in California. You will prepare and review high-net-worth tax returns, projections, and planning while delivering strategic advisory services on equity compensation and complex multi-state issues.

You will manage client relationships, coordinate with wealth management colleagues, handle billing, and ensure compliance with IRC provisions. A CPA and experience with tax software are preferred.

Qualifikationen

• Extensive knowledge of income tax planning, financial planning and financial administration.
• Bachelor’s degree in Accounting; Masters in Tax a plus.
• CPA license preferred; CFP desirable.

Aufgaben

• Prepare and review personal and fiduciary income tax returns including multi-state filings.
• Prepare and review tax projections for planning and estimated taxes and other tax planning.
• Respond to tax notices and assist with tax audits.
• Tax research and special projects.
• Review payroll tax returns and other information tax return filings.
• Provide financial administration/financial concierge services for multiple clients including bookkeeping and financial statements.
• Provide strategic tax advisory services on equity compensation arrangements.
• Review client reports including financial statements and cash flow.
• Develop and maintain client relationships and handle billing and profitability for client engagements.
• Provide tax advisory services on carried interest structures and IRC Section 1061 holding period requirements.
• Navigate AMT planning for ISO exercises and multi-state allocation issues.

Kenntnisse

High-Net-Worth tax experience

Tax planning

Financial administration

Excellent communication

Team management

Ausbildung

Bachelor’s degree in Accounting

Masters in Tax

CPA license (preferred)

CFP desirable

Tools

Bloomberg Tax

BNA software

CCH Axcess Tax

Jobbeschreibung

Cerity Partners is seeking a seasoned tax professional to join our wealth management team in California. You will prepare and review high-net-worth tax returns, projections, and planning while delivering strategic advisory services on equity compensation and complex multi-state issues.

You will manage client relationships, coordinate with wealth management colleagues, handle billing, and ensure compliance with IRC provisions. A CPA and experience with tax software are preferred.