Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Associate
Sensiba San Filippo LLPRemote, CA
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Sensiba is always looking for top talent to add to our integrated team.We have an exciting opportunity for a.If you’re looking for an organization that offers an inclusive environment, uses busines...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Supervisor - Tax Manager
Regal Executive Search, LLCLa Mesa, CA, United States
serp_jobs.job_card.full_time
Deliver extremely high-quality work and high-level client services to high-net-worth clients Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction Review and pre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
serp_jobs.job_card.promoted
Tax Associate
H&R BlockEl Cajon, CA, US
serp_jobs.job_card.full_time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Senior Income Tax Accountant
California Resources CorporationCalifornia, United States
serp_jobs.job_card.full_time
Senior Income Tax Accountant-00014151.California Resources Corporation.California Resources Corporation is a publicly traded oil and natural gas exploration and production company and the largest o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
serp_jobs.job_card.promoted
Staff Tax Accountant (Bay Area & Surrounding Region)
Urbn LeafLa Mesa, CA, United States
serp_jobs.job_card.full_time
The Tax Accountant role focuses on managing specialized areas of taxation within the cannabis industry, including Sales & Use Tax, Cannabis Business Tax, and Excise Tax.
Responsibilities include pre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
serp_jobs.job_card.promoted
Experienced Tax Preparer
Jackson HewittEl Cajon, CA, US
serp_jobs.job_card.full_time
Calling all experienced tax preparers! Join our team for an exciting opportunity that offers flexible schedules.Leverage your tax expertise, business background, and knowledge of tax laws to propel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
serp_jobs.job_card.promoted
Senior Tax Accountant
TradeJobsWorkForce92174 San Diego, CA, US
serp_jobs.job_card.full_time
Senior Tax Accountant Job Duties : Files federal , state, and local tax documents by preparing property ta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Supervisor - Tax Manager
Regal Executive SearchLa Mesa, CA
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
serp_jobs.job_card.full_time
job_description.job_card.job_description
Tax Supervisor - Tax Manager
Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office.
The Tax Manager position is for those individuals with experience leading and managing multiple tax engagements, delivering superior tax services to high-net-worth clients. The ideal candidate has at minimum 5 years of tax manager experience managing the completion of complex tax returns.
Job Description :
Deliver extremely high-quality work and high-level client services to high-net-worth clients
Serve as a trusted advisor to our clients, to maximize client engagement and satisfaction
Review and prepare simple and complex federal and state income tax returns for individuals, trusts, and businesses
Approve and sign all returns
Dialogue with Senior Wealth Advisors regarding tax returns and tax planning
Research the implications of tax laws and recent tax legislation
Advise clients and Senior Wealth Advisors on tax-related issues
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
Requirements
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
Hold excellent interpersonal, oral and written communication skills
Well-rounded in dealing with high-net-worth individuals and businesses, and complex tax issues that accompany those clients