Tax Manager

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

Job summary

LeoForce is seeking a dynamic Senior Tax Manager to lead tax compliance and planning for high net worth clients, with focus on wealth management and real estate tax. You will oversee returns for individuals, trusts, corporations, and partnerships, and collaborate with venture capital clients on 1031 exchanges and fiduciary issues.

This role requires 5+ years in tax management, CPA preferred, and strong knowledge of current tax laws.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master’s or CPA preferred.
• Minimum 5 years in tax management, focusing on wealth management, real estate tax, and HNW.
• Proficiency with CCH or equivalent tax software.
• Experience in venture capital, 1031 exchange, fiduciary, and gift preparation.
• Strong knowledge of current tax laws and regulations.
• Detail-oriented with accuracy.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Proactive problem-solving and commitment to ongoing learning.

Responsibilities

• Manage and oversee all tax compliance, including wealth management, real estate tax, individual income tax, and fiduciary.
• Provide expert tax advice to high net worth individuals and navigate complex scenarios.
• Prepare tax returns for individuals, corporations, partnerships, and trusts.
• Collaborate with venture capital clients to ensure tax obligations and goals are met.
• Oversee 1031 exchanges and optimize financial outcomes within tax laws.
• Advise on gift tax planning and preparation.
• Stay updated on tax laws to ensure compliance for clients and firm.
• Coordinate with team members across departments for comprehensive service.

Skills

Tax management

Wealth management

Real estate tax

High net worth

Venture capital

1031 exchange

Analytical thinking

Attention to detail

Communication skills

Time management

Problem solving

Education

Bachelor's degree in Accounting/Finance

Master's degree or CPA preferred

Tools

CCH software

Job description

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(+1) United States, Canada

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Tax Manager

Seattle,WA, US

0

2 days ago

Job Description

Experience: Senior Level

Salary: $150,000 - $200,000 per year

Job Details

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We are on the hunt for a dynamic and experienced Permanent Tax Manager to join our Accounting and Finance team. This role is perfect for someone who thrives in a fast-paced environment, is detail-oriented, and has a keen interest in wealth management, real estate tax, and high net worth individuals. Our ideal candidate is a seasoned tax professional with experience in venture capital, 1031 exchange, fiduciary, and gift preparation. This is an exciting opportunity to leverage your expertise, gain exposure to diverse financial scenarios, and contribute to the financial health of our clients.

Responsibilities

1. Manage and oversee all aspects of tax compliance, including wealth management, real estate tax, individual income tax, and fiduciary.
2. Provide expert tax advice to high net worth individuals, guiding them through complex financial scenarios.
3. Perform detailed tax reviews and prepare tax returns for individuals, corporations, partnerships, and trusts.
4. Work closely with clients involved in venture capital, ensuring their tax obligations are met and financial goals are achieved.
5. Manage 1031 exchanges, ensuring compliance with tax laws and optimizing financial outcomes for clients.
6. Advise on gift tax planning and preparation, ensuring optimal tax strategies are implemented.
7. Stay abreast of current tax laws and regulations, ensuring our company and clients are always compliant.
8. Collaborate with other team members and departments to ensure a seamless and comprehensive service delivery.

Qualifications

1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is preferred.
2. Minimum of 5 years of experience in a tax management role, with a focus on wealth management, real estate tax, and high net worth individuals.
3. Proficiency in CCH or equivalent tax software.
4. Demonstrated experience in venture capital, 1031 exchange, fiduciary, and gift preparation.
5. In-depth knowledge of current tax laws and regulations.
6. Exceptional attention to detail and accuracy.
7. Excellent communication and interpersonal skills, with the ability to explain complex tax concepts in an easy-to-understand manner.
8. Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
9. A proactive approach to problem-solving and the ability to make sound decisions under pressure.
10. A commitment to continuous learning and professional development in the field of tax management.

In this role, you will have the opportunity to use your skills and expertise to make a real impact on our clients' financial health. If you are a passionate tax professional with the skills and experience we're looking for, we would love to hear from you.

A bit about us:

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Strong RIA firm that is ranked in Barrons top 100

Why join us?

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Expand your expertise in business and wealth management.

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