Senior Tax Leader: High Net Worth & Retail

Rinvio Recruitment; San Diego (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading recruitment firm is seeking an experienced tax consultant to provide advice to wealthy individuals and business clients. You will manage complex tax returns and lead a team of tax professionals, ensuring quality work and up-to-date compliance with federal and state tax laws. The ideal candidate has at least 7 years of public accounting experience and a CPA designation. This role is based in San Diego, California, offering a vibrant work environment.

Qualifications

• Must have a CPA designation (active and valid in California).
• At least 7 years of experience in public accounting, especially working with wealthy individuals and small businesses on taxes.
• Strong knowledge of federal and state tax laws, especially for businesses and high-income individuals.
• Experience using tax software like Lacerte, UltraTax, or similar programs.

Responsibilities

• Provide tax advice to wealthy individuals and business clients.
• Check and approve complex tax returns for various entities.
• Lead and guide a team of tax professionals.
• Research complicated tax issues and handle audits for clients.
• Work with accounting teams to provide comprehensive services.

Skills

Client-focused communication

Tax law knowledge

Leadership

Project management

Education

CPA designation (active and valid in California)

Tools

Lacerte

UltraTax

Job description

A leading recruitment firm is seeking an experienced tax consultant to provide advice to wealthy individuals and business clients. You will manage complex tax returns and lead a team of tax professionals, ensuring quality work and up-to-date compliance with federal and state tax laws. The ideal candidate has at least 7 years of public accounting experience and a CPA designation. This role is based in San Diego, California, offering a vibrant work environment.