Tax Manager

Parallel Advisors; San Francisco (CA); Hybrid; USD 115,000 - 130,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401K matching

Professional development support

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Education

BA/BS in Finance, Accounting, or related field

Tools

Lacerte

UltraTax CS

CCH Axcess

ProSystem fx

SurePrep

QuickBooks Online

Job description

Job Description

Parallel Advisors is looking for a results-driven, experienced Tax Manager for our rapidly expanding tax department. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. Our Tax Manager will work closely with our Tax Team, clients, and financial advisors to deliver high-touch, comprehensive service to our clients. This role requires a strong understanding of complex tax issues, excellent client-facing capabilities, and the ability to manage multiple priorities in a fast-paced, personalized environment.

This position will work to aid our organization in maintaining a high level of service to our clients in the areas of tax compliance, tax advisory, and proactive planning. You may also be asked to work with other cross-functional teams on other duties, such as financial projections, which support our service model and the overall mission of the Firm.

This is a fully remote role. It can be based in any state Parallel Advisors, LLC operates in.

Duties and Responsibilities

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities.


• Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate.


• Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness


• Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments.


• Perform tax research and recommend solutions to client tax questions as needed.


• Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

Qualifications

• 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 (i.e. Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e. SurePrep) preferred


• Experience with QuickBooks Online preferred


• Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions


• Exceptional analytical skills for solving mathematical problems


• 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.

$115,000 - $130,000 a year

• Salary based upon experience (Salary Range: $115,000 - $130,000)


• Opportunity for a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus)


• Benefits including health care, dental, vision, and 401K matching


• Opportunity for support of professional development and continuing education requirements and other professional development.

Company: Parallel Advisors, LLC

• - Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.


• - To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.


• - With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.


• - We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.


• - At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.

Parallel Advisors, LLC is an Equal Opportunity Employer.