Wealth Management Tax Manager - Lead & Mentor Team

Regal Executive Search; Irvine (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Collaborative fun environment

Commuter benefit up to $265 monthly

Generous 401(k) match

Individual and cash profit sharing bonuses

Generous company contribution to medical benefits

Catered weekly lunch and healthy snacks

Fully paid company retreats

Job summary

A leading company in wealth management is seeking a Tax Manager who will be instrumental in providing tax services to clients while managing a team of associates. This role involves direct client interactions, mentoring, and handling complex tax-related responsibilities in a collaborative environment. The ideal candidate will possess a strong educational background and several years of relevant experience, along with exceptional communication and leadership skills.

Qualifications

• 5-7 years of progressive tax compliance and/or consulting experience.
• Experience in public accounting required.
• Tax return review experience preferred.

Responsibilities

• Prepare and review various types of income and estate tax returns.
• Manage client relationships while supervising Tax Services Associates.
• Oversee department responsibilities including project management and e-filing.

Skills

Client service

Communication

Leadership

Organization

Education

Bachelor’s degree in accounting, finance, or business

CPA

Masters in Taxation, LLM in Taxation, or JD

Tools

Microsoft Office Suite

Go-System Tax RS

Planner CS

RIA Checkpoint

UltraTax CS

Job description

A leading company in wealth management is seeking a Tax Manager who will be instrumental in providing tax services to clients while managing a team of associates. This role involves direct client interactions, mentoring, and handling complex tax-related responsibilities in a collaborative environment. The ideal candidate will possess a strong educational background and several years of relevant experience, along with exceptional communication and leadership skills.