High Net Worth Tax Manager

High Net Worth Tax Manager

The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.

You will be responsible for:

• The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients' individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients' estate plan.
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
• Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Participates in firm's practice development efforts through involvement w/ referral sources, community and industry activities.
• Responsible for the engagement profitability billings and collections.
• Participate in firm's committees and management meetings.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Ability to operate a computer, calculator and software used for estate tax and valuation.
• Willingness to become a part of the firm's Mentoring Program.
• Performs such other duties as may be assigned.

What we need from you:

• Excellent oral and written communication skills.
• Demonstrate leadership and supervisory skills.
• Strong interpersonal skills, including proven experience liaising with clients.
• Self-starter with the ability to work independently and use good judgment.
• Participates in career development program to improve managerial, communication, and interpersonal skills.

What skills and experience you'll bring to us:

• 5+ years of experience performing research and providing quality technical advice.
• Bachelor's degree in Accounting, Business, or related equivalent, as well as CPA certification.
• Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
• California income tax experience required.

GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal's Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversight Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.

We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.

GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $132,500 - $175,000.

GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.