Senior Tax Manager: Estate & Wealth Planning (SF)

CornerStone Professional Placement; San Francisco (CA); In loco; USD 120.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual performance bonus

Comprehensive benefits package

Descrizione del lavoro

CornerStone Professional Placement is recruiting a Tax Manager / Senior Tax Manager in San Francisco for a growing public accounting firm. The role focuses on high-net-worth individuals, estate planning, and complex taxation, with hands-on client interaction and mentoring responsibilities.

The ideal candidate holds an active CPA license, deep public accounting tax experience, and strong skills in estate, fiduciary, and gift taxation, equity compensation, and multi-state matters.

Competenze

• Active CPA license required.
• Extensive public accounting tax experience; 15+ years for Senior Tax Manager consideration.
• Experience with high-net-worth individuals, families, and closely held owners.
• Strong technical expertise in individual, fiduciary, estate, and gift taxation.
• Experience reviewing Forms 1040, 1041, 706, 709.
• Knowledge of trust accounting, Subchapter J, and flow-through entities.
• Equity compensation planning experience and AMT considerations.
• Experience managing complex engagements and maintaining client relationships.
• Leadership, mentoring, and communication skills.
• Proficiency in Microsoft Excel and related tools.

Mansioni

• Provide final technical review of complex tax returns (1040, 1041, 706, 709).
• Manage tax engagements for high-net-worth individuals and families.
• Advise on estate/gift planning and wealth transfer strategies.
• Guide on equity compensation (ISOs, NSOs, RSUs, ESPPs) and AMT issues.
• Oversee multi-state tax compliance and deadlines.
• Research complex tax issues and deliver practical recommendations.
• Collaborate with clients, attorneys, and financial advisors.
• Represent clients in IRS/state examinations as needed.
• Mentor staff and lead technical training.

Conoscenze

Active CPA license

Public accounting tax experience

High-net-worth tax experience

Equity compensation knowledge

Microsoft Excel

Leadership & mentoring

Client relationship management

Formazione

Bachelor's degree in Accounting

Master's degree in Taxation

Strumenti

CCH Axcess Tax

Descrizione del lavoro

CornerStone Professional Placement is recruiting a Tax Manager / Senior Tax Manager in San Francisco for a growing public accounting firm. The role focuses on high-net-worth individuals, estate planning, and complex taxation, with hands-on client interaction and mentoring responsibilities.

The ideal candidate holds an active CPA license, deep public accounting tax experience, and strong skills in estate, fiduciary, and gift taxation, equity compensation, and multi-state matters.