Tax Manager-High Net Worth

Abbott, Stringham & Lynch; Campbell (CA); On-site; USD 130,000 - 165,000; Full time

Benefits offered by this job

Unlimited PTO

22+ paid holidays

Paternity/maternity leave

Healthcare plans

Training & development

Career growth opportunities

Collaborative culture

Recognition

Job summary

Abbott, Stringham & Lynch (ASL) is a Silicon Valley CPA firm seeking an experienced tax professional to lead high-net-worth engagements. You will manage complex returns, provide planning for executives and multi-generational families, and oversee staff under the Tax Group.

You will advise on charitable giving, estate and wealth transfer strategies, and equity compensation. A CPA with 5+ years in public accounting is required, with MST preferred.

Qualifications

• CPA required and a minimum of 5 years of experience at public accounting firms.
• Degree in Accounting; MST preferred.
• Experience with CCH Prosystem and Axcess tax software is preferred.

Responsibilities

• Lead and manage complex high-net-worth individual tax engagements, including tax compliance and planning for executives and multi-generational families.
• Plan timing and staffing for engagements.
• Advise on tax-efficient strategies including charitable giving, estate and wealth transfer planning.
• Research and interpret tax legislation for quarterly and year-end calculations.
• Provide equity compensation review and advisory services (RSUs, ISO/NSO, stock options, trusts).
• Mentor staff and review work of tax seniors and associates.
• Review complex individual returns involving equity compensation, hedge funds, private equity, trusts, and multi-state filings.
• Prepare client billings and assist collections when needed.
• Evaluate staff performance and contribute to client development.
• Develop new client contacts and relationships beneficial to the firm.
• Assist in administrative functions as assigned by partners.
• Identify opportunities to provide additional services to existing clients.

Skills

Tax planning

Equity compensation

Client management

QSBS planning

Multistate taxation

Analytical thinking

Communication

Education

CPA

Accounting degree

MST preferred

Tools

CCH Prosystem

Axcess tax

Job description

Abbott, Stringham & Lynch (ASL) is a full-service CPA firm in Silicon Valley serving closely held and middle-market companies in diverse industries. We have great clients and provide them with high quality assurance, tax, and consulting services, which in turn provides you with abundant career and growth opportunities.

Our Tax Group provides a full suite of tax services, and our clients range from emerging closely held businesses to complex entities with multi-state and international filing requirements that require tax provision assistance and substantial tax consulting work.

This is a great opportunity to develop your career in a firm with interesting clients, quality work, great team members and coaches, and excellent flexibility. We offer you the client work and career paths found in larger firms, with the culture, work-life balance, and friendliness of a mid-sized regional firm.

We provide our team members with:

• Unlimited PTO policy
• 22+ paid holidays throughout the year (Summer Fridays, Thanksgiving week, plus others)
• Paid paternity/maternity leave
• Comprehensive healthcare plans covered by ASL.
• Virtual and in-person technical training, coaching and leadership development programs to support your professional growth at each stage of your career.
• Seeing the big picture – we provide the opportunity to participate, contribute, and collaborate on project teams and client engagements to advance your career.
• Building employee engagement is vital to our culture! We use different platforms to keep you connected with your team members, while working remotely, or in our Campbell office
• Recognition – we celebrate each other’s accomplishments both at work and outside the office.

Primary Responsibilities of the Role:

• Lead and manage complex high-net-worth individual tax engagements, including tax compliance, planning, and consulting services for executives, founders, investors, and multi-generational families.
• Plan the timing and assigning of staff to engagements.
• Advise clients on tax-efficient strategies involving charitable giving, estate and gift planning, cash flow planning, and wealth transfer considerations.
• Research, interpret, and evaluate the tax impact of current and proposed legislation on the quarterly and year-end tax calculations.
• Provide sophisticated equity compensation review, planning, and advisory services, including tax implications related to RSUs, ISOs, NSOs, stock options, restricted stock, liquidity events, and concentrated stock positions.
• Mentor, develop, and review the work of tax seniors and staff, providing technical guidance and feedback.
• Review complex individual income tax returns involving equity compensation, hedge funds, private equity investments, trusts, publicly traded partnerships, and multi-state filings.
• Prepare client billings. This may include assisting with collections when appropriate.
• Evaluate the performance of staff as required by firm policy.
• Develop new client contacts and relationships beneficial to the firm. These can be professional, civic, and/or community service contacts.
• Assist in administrative functions as assigned by the partners.
• Recognize opportunities to provide additional services to existing clients.

Your Qualifications:

• CPA required and a minimum of 5 years of experience at public accounting firms.
• Degree in Accounting, MST preferred.
• Experience with CCH Prosystem and Axcess tax software preferred.

• Demonstrate knowledge of qualified small business stock (QSBS) reporting and planning strategies, including “stacking and packing” techniques.
• Strong technical knowledge of high-net-worth individual taxation, equity compensation, trust and estate concepts, and related planning strategies required.
• Ability to prioritize and manage multiple time-sensitive projects.
• Good conceptual, critical thinking, analytical, quantitative skills, and the ability to articulate work product.
• Excellent computer/technology skills
• Effective interpersonal, communication, and presentation skills
• Self-starter and resourceful
• Results and process-oriented and accountable
• Problem solver, finisher, and highly organized

Salary Pay Scale

$130,000 -$165,000 per year

Sound like a good fit?

Thank you for taking the time to consider ASL.