CPA Licensed Tax ManagerVirtualVocations • Whittier, California, United States
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CPA Licensed Tax Manager
VirtualVocations • Whittier, California, United States
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A company is looking for a Tax Manager - High Net Worth.
Key Responsibilities
Review and evaluate incoming high-net-worth client referrals
Facilitate seamless client engagement and manage relationships between wealth advisors and tax teams
Provide final technical reviews on trust and estate income tax returns
Required Qualifications
CPA Certification, JD, or EA required
5+ years of public accounting experience focused on ultra-high net worth individuals
Ability to work well in a remote team environment
Demonstrated ability to communicate effectively and professionally with clients
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Tax Manager Cpa • Whittier, California, United States
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