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Tax Manager

Company: Jobot
Location: La Mesa
Posted on: January 15, 2022

Job Description:

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?

401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Job Details

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 clients.
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 investment guidance.
Prepare tax planning and estimate updates as needed throughout the year.
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 compilation).
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


CPA license
Proficiency preferred, but not required, in Lacerte tax software
Experience in Trust tax returns a must.
Strongly prefer experience in foreign tax issues for expats as well.
Obtained minimum 5 years prior experience in public accounting (tax manager or above)
Possess a bachelor's degree in accounting or other related fields
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 skill level)

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, La Mesa , Tax Manager, Executive , La Mesa, California

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