Senior Tax Manager: Wealth, Real Estate & VC

LeoForce; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Job summary

LeoForce in Seattle, WA is seeking a dynamic Permanent Tax Manager to lead tax compliance within our Accounting and Finance team. This role focuses on wealth management, real estate tax, and high net worth individuals, with experience in venture capital, 1031 exchanges, fiduciary responsibilities, and gift preparation.

The ideal candidate holds a Bachelor's in Accounting or related field (CPA or Master's preferred), has at least 5 years in tax management, and demonstrates strong knowledge of

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• Minimum of 5 years in a tax management role focusing on wealth management, real estate tax, and high net worth individuals.
• Proficiency with CCH or equivalent tax software.
• Experience with venture capital, 1031 exchanges, fiduciary, and gift preparation.
• Strong knowledge of current tax laws and regulations.

Responsibilities

• Manage and oversee all aspects of tax compliance for wealth management, real estate tax, individual income tax, and fiduciary.
• Provide expert tax advice to high net worth individuals.
• Prepare tax returns for individuals, corporations, partnerships, and trusts.
• Collaborate with clients involved in venture capital to meet tax obligations and goals.
• Manage 1031 exchanges and ensure compliance; optimize outcomes.
• Advise on gift tax planning and preparation.
• Stay updated on tax laws and regulations and ensure compliance.
• Collaborate with team members to deliver comprehensive service.

Skills

Communication skills

Time management

Attention to detail

Problem solving

Continuous learning

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Master's degree preferred

Tools

CCH or equivalent tax software

Job description

LeoForce in Seattle, WA is seeking a dynamic Permanent Tax Manager to lead tax compliance within our Accounting and Finance team. This role focuses on wealth management, real estate tax, and high net worth individuals, with experience in venture capital, 1031 exchanges, fiduciary responsibilities, and gift preparation.

The ideal candidate holds a Bachelor's in Accounting or related field (CPA or Master's preferred), has at least 5 years in tax management, and demonstrates strong knowledge of