UHNW Tax Planning Senior Manager (Hybrid/Remote)

Proven Recruiting, Inc.; Denver (CO); Hybride; USD 135 000 - 170 000; Plein temps

Avantages offerts par ce poste

Hybrid work flexibility

Résumé du poste

Proven Recruiting, Inc. seeks a Senior Tax Manager (UHNW) to work with ultra-high-net-worth clients in Encino, CA, in a hybrid setting or remote within California.

This role focuses on sophisticated tax planning, advisory services, and precise return reviews without business development obligations. Ideal candidates have 7+ years of public accounting tax experience, extensive UHNW exposure, and CPA or EA credentials.

Qualifications

• 7+ years of public accounting tax experience.
• Extensive UHNW tax client service experience.
• Experience reviewing and signing complex individual, trust, gift, partnership, and corporate returns.
• CPA or EA required; advanced credentials preferred.

Responsabilités

• Partner with UHNW clients to deliver tax planning and advisory services.
• Review and sign complex tax returns with accuracy and compliance.
• Analyze wealth transfer, business ownership, and philanthropic planning opportunities.
• Communicate complex tax concepts clearly to clients.

Connaissances

UHNW tax experience

Complex returns review

Advisory communication

Tax planning

Formation

CPA or EA required

Advanced tax credential preferred

Description du poste

Proven Recruiting, Inc. seeks a Senior Tax Manager (UHNW) to work with ultra-high-net-worth clients in Encino, CA, in a hybrid setting or remote within California.

This role focuses on sophisticated tax planning, advisory services, and precise return reviews without business development obligations. Ideal candidates have 7+ years of public accounting tax experience, extensive UHNW exposure, and CPA or EA credentials.