Tax Manager

Ledger Executive Search; San Francisco (CA); Hybrid; USD 180,000 - 260,000; Full time

Job summary

A large consulting firm based in San Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has over 5 years of public accounting experience, preferably in investment management. You will also contribute to compliance projects and help build client relationships in a hybrid work model. This role offers opportunities for professional growth in a dynamic environment.

Qualifications

• 5+ years of public accounting experience, with at least 3 in investment management.
• Ability to perform responsibilities in a hybrid work model.
• Licensed CPA in state of practice or other relevant accreditation.
• Active accreditations: CPA (licensed), or attorney, Enrolled Agent, CFA, or CFP.

Responsibilities

• Perform high-level reviews of tax research and returns.
• Lead client meetings on tax planning opportunities.
• Train, mentor, and supervise Tax Consultants and Seniors.
• Lead client-contact roles, billing, and profitability analysis on engagements.
• Involve in marketplace eminence building and pursuits.

Skills

Strong communication

Interpersonal skills

Organizational skills

Excellent research

Writing skills

Communication

Leadership

Education

Bachelor's degree in accounting, finance, or business-related field

Advanced degree such as MST, MAcc, JD, or LLM

Tools

Fund accounting

Job description

Large consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

The Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.

Qualifications

Required

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
• 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
• Bachelor's degree in accounting, finance, or other business-related field
• One of the following active accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible:
    • Licensed attorney
    • Enrolled Agent
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Ability to travel up tp 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Advanced degree such as MST, MAcc, JD, or LLM
• Knowledge of fund accounting and general ledger accounting
• Experience reviewing partnership and/or trust documents
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• Strong communication, interpersonal, and organizational skills
• Excellent research and writing skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.