Location: La Mesa
Posted on: January 15, 2022
Tax Manager - La Mesa, CA
This Jobot Job is hosted by: Brett Tolmie
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
A bit about us:
Our client is a very well-stablished full service financial
advisory, wealth management and investment firm. For the past 20+
years, they have been growing both their brand and team and they
are now one of the most respected mid-sized outfits in the
financial services arena today. They have offices in San Diego and
Orange County, CA as well as Europe and the Middle East.
Their services include tax planning & preparation, estate planning,
financial planning, insurance analysis, asset allocation, stock
selection, strategy and relationship management.
Why join us?
Paid time off
Currently, they are looking for a Tax Manager who will be leading
and managing multiple tax engagements, delivering superior tax
services to high-net-worth clients.
Prepare engagement letters between tax preparers, CPA review firm
and the company.
Prepare and provide required disclosure notices to clients and
obtain signatures of consent prior to sharing client's personal
information with outside parties.
Operate as hub between tax pre/review teams, wealth managers and
Manage return process, flow and tax-related communications between
tax team, wealth managers and clients.
Work with Wealth Managers to respond to client's general tax
questions related to their personal returns, wealth management and
Prepare tax planning and estimate updates as needed throughout the
Coordinate information exchange between tax preparers, CPA review
firm and Wealth Managers. Contact clients as needed to obtain any
additional information required.
Deliver draft return to clients in preferred method and assist with
any questions and concerns they may have.
File tax returns on behalf of client (e-file and paper file
Review and sign business returns.
Provide advice to Wealth Managers as needed on tax-related issues
that may arise with clients throughout the year. --- Prepare tax
planning and estimates, year-round
Proactively plan for high-net-worth clients; Roth conversions,
charitable gifting, etc.
Keep all staff in the firm informed of changes and developments in
the taxation area
Proficiency preferred, but not required, in Lacerte tax
Experience in Trust tax returns a must.
Strongly prefer experience in foreign tax issues for expats as
Obtained minimum 5 years prior experience in public accounting (tax
manager or above)
Possess a bachelor's degree in accounting or other related
Ability to multitask and prepare returns for over 300 clients
Well-rounded in dealing with high-net-worth individuals and
businesses, and complex tax issues that accompany those clients
Microsoft Office Suite experience (with at least an intermediate
Interested in hearing more? Easy Apply now by clicking the "Apply
Keywords: Jobot, La Mesa , Tax Manager, Executive , La Mesa, California
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