HNW Tax Director (Partner Track)

Los Angeles, CA Hybrid

Full-time $200,000.00 - $250,000.00

Posted 10/22/2024

Job Title: Tax Sr. Manager OR Director (depending on experience)

Location: Century City, CA - HYBIRD (onsite 2 days)

Salary: 200k-250k DOE + Bonus

Position Overview

We are top 50 CPA advisory firm seeking an experienced Tax Sr. Manager or Director to join our dynamic team. The ideal candidate will be responsible for providing high touch service to our HNWI clients. The Tax Director will oversee and manage the tax compliance and planning for high-net-worth individuals and their trusts, ensuring optimized tax strategies and compliance with all relevant tax laws and regulations. This is a very consultative and client facing role.

**Must be interested in growing into a Partner role within the next year or so!**

Key Responsibilities

Lead tax planning and compliance for individual, gift, pass through entities, and estate taxes for high-net-worth clients.
Manage trust and estate tax matters, ensuring compliance with applicable regulations.
Develop and implement tax strategies for pass-through entities to minimize tax liabilities.
Act as a primary client liaison, providing exceptional client service and building strong relationships.
Stay updated on tax law changes and assess the impact on clients' tax strategies.
Review and approve tax returns and related documentation for accuracy and compliance.
Mentor and develop junior staff, promoting a culture of continuous learning and improvement.

Qualifications

Bachelor's degree in Accounting or related
10+ years of tax experience in a public accounting firm, 5 of those being in a management position
HNW tax expertise, including individual, Estate, Gift, Trust, and pass through entity experience
Must be comfortable being extremely client facing for ultra HNWI
Ambition to become Partner within the next year or so
Licensed CPA required or J.D., LL.M, or EA required

Benefits

Bonus
401k Match
PTO
Medical, Dental, Vision

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Victoria Patel is recruiting for this position and the positions below.
Email me to apply for this position

SALT Manager/ Director - Sales Tax/ Property Tax experience

Los Angeles, CA•Austin, TX Full-time $150,000.00 - $250,000.00

CAAS Manager - Hybrid

Madison, WI•Milwaukee, WI Full-time $80,000.00 - $150,000.00

Job ID: AT6-1826174

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 10/22/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.