Tax Manager, Private Client

Distinct | North America; Campbell (CA); Hybride; USD 137 000 - 167 000; Plein temps

Résumé du poste

Distinct | North America in Campbell, CA seeks a tax professional with 5+ years in public accounting tax to handle private client, trust and estate returns.

You will review 1041s, 706s and 709s alongside personal returns, plan with families and advisers, and supervise seniors. Hybrid schedule with a firm sized to offer both support and process.

Qualifications

• 5+ years of public accounting tax experience.
• Private client, trust or estate tax experience.

Responsabilités

• Review individual, trust and estate returns for wealthy families.
• Prepare 1041s, 706s and 709s alongside personal tax returns.
• Plan with families and advisers.
• Manage seniors and review their work.

Connaissances

Public accounting tax experience

Client advisory

Outils

CCH Axcess

ProSystem

Description du poste

At most firms the private client work is whatever is left once the companies are done. Somebody picks it up in March and puts it down again in April.

Not here. There's a proper private client and estates bench, a tax group big enough that 1041s, 706s and 709s are somebody's actual job, and a tax manager seat at $137k to $167k, hybrid, in Campbell. The honest bit: this is a bigger firm than most on my desk, so there's process, and process isn't everyone's thing.

Why this firm:

• $137k to $167k, hybrid
• Private client and estate work as a service line, not an overflow
• Big enough to have specialists to ask, small enough that the partners know your name
• CCH Axcess and ProSystem, so the tooling isn't the thing holding you up
• The biggest firm on this list by some way. Expect process and a bit of hierarchy

What you'll be doing:

• Review on individual, trust and estate returns for wealthy families
• 1041s, 706s and 709s alongside the personal returns
• Planning with families and the advisers around them
• Managing seniors and reviewing their work

What you'll have:

• 5 or more years of public accounting tax
• Private client, trust or estate experience