Tax Manager

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

Tax Manager

Seattle,WA, US

Experience

Senior Level

Salary

$150,000 - $200,000 per year

Job Details

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

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

Qualifications

• Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is preferred.
• 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.
• Proficiency in CCH or equivalent tax software.
• Demonstrated experience in venture capital, 1031 exchange, fiduciary, and gift preparation.
• In-depth knowledge of current tax laws and regulations.
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to explain complex tax concepts in an easy-to-understand manner.
• Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
• A proactive approach to problem-solving and the ability to make sound decisions under pressure.
• 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.

About Us

Strong RIA firm that is ranked in Barrons top 100

Why join us?

Expand your expertise in business and wealth management.