Tax Strategy Lead for High-Net-Worth Clients

Jobtailor; Santa Rosa (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor in Santa Rosa, CA seeks an experienced tax advisor to lead complex compliance and consulting engagements for high-net-worth individuals, families, and business groups.

You will supervise associates, identify planning opportunities, and collaborate with clients and advisers to optimize tax outcomes. Requires 4+ years in public accounting, CPA or EA, strong analytical and communication skills, and mentoring ability.

Qualifications

• 4 or more years’ experience in public accounting.
• BS/BA degree in Accounting or related field.
• Licensed CPA OR EA certification.
• Capability to research complex tax issues across diverse entities and industries.
• Extensive experience researching tax issues and individual tax issues.
• Strong analytical ability and problem-solving skills.
• Excellent communication and presentation skills.
• Proactive thinking and mentoring experience.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices.
• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Lead sophisticated tax compliance and consulting engagements.
• Identify proactive tax planning opportunities and help clients optimize tax efficiency and preserve wealth.
• Build meaningful relationships with clients and their advisors.
• Collaborate with Partners and firm leadership to deliver customized solutions.
• Oversee complex tax research projects for clients across diverse industries.
• Work with clients to minimize federal, state, and local tax liability.
• Supervise tax associates’ assignments and manage day-to-day delivery of tax consulting services.
• Develop and motivate tax seniors and associates through work reviews, counseling, leadership, and career guidance.
• Manage multiple engagements and deliver high-quality products timely and efficiently.

Skills

Tax Planning

Tax Research

Engagement Management

Public Accounting Experience

Analytical Skills

Problem-Solving Skills

Communication Skills

Leadership

Mentoring

Proactive Thinking

Education

BS/BA in Accounting

Licensed CPA OR EA

Job description

Jobtailor in Santa Rosa, CA seeks an experienced tax advisor to lead complex compliance and consulting engagements for high-net-worth individuals, families, and business groups.

You will supervise associates, identify planning opportunities, and collaborate with clients and advisers to optimize tax outcomes. Requires 4+ years in public accounting, CPA or EA, strong analytical and communication skills, and mentoring ability.