Jobs
>
Pasadena

    Senior Tax - Pasadena, United States - Regal Executive Search

    Default job background
    Description
    Job Description
    Tax Senior Associate, PCS / HNWI


    Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice.


    Our Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner.


    We are dedicated to helping our clients achieve their long term goals by delivering highly personalized solutions that suit their unique needs.

    Our firm as well as our Private Client Services tax practice continues to take on new opportunities and grow, therefore, creating our need to fill this position.


    Our ideal candidate will have an extensive and diverse tax background with a focus in providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax; strong interpersonal skills with an approachable and professional demeanor that allows them to work well with others; excellent verbal and written communication skills; ability to coordinate, prioritize, and successfully meet multiple deadlines; thrives in a fast paced and dynamic environment; is a team player but able to work independently.


    Responsibilities Include:
    Identify, research, and provide analysis on a wide range of complex tax issues;
    Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114;
    Perform as part of a multidisciplinary team;
    Assist with tax-planning responsibilities for individual clients;
    Supervise associates and teach technical concepts to less experienced staff;
    Clearly communicate work plan and objectives to project supervisor and manage project assignments;
    Apply tax technical knowledge to specific client situations;
    Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues;
    Deliver a high quality project on time and on budget; and
    Effectively manage a team of people to deliver a technically and quantitatively correct work product.


    Qualifications:
    Bachelor's degree in Accounting;

    Advanced degree and licensure preferred:
    MST, MAcc, JD/LLM, CPA;
    Three or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
    Proficiency with Microsoft Office Suite, specifically in Excel, PowerPoint, and Word;
    Proficiency with BNA Income Tax Planner;
    Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda;
    Experience managing projects including scheduling, budgeting, corresponding with clients, and billing;
    Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
    Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus;
    Prior Big 4 experience a plus;


    It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, sex, color, creed, religion, national origin, age, disability, marital status or sexual orientation in accordance with all applicable laws, directives and regulations of federal, state and city entities.

    Competitive Salary plus Medical, Dental, Vision, 401K and Retirement Plan Benefits.


    Related Jobs:
    Client Outsourced Accounting Manager
    Manhattan Beach,, CA
    Senior Internal Auditor - Hedge Fund/Alternative Investment
    Los Angeles, CA
    Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote
    Torrance, CA
    Login

    to save this search and get notified of similar positions.

    #J-18808-Ljbffr

  • Century Group

    Tax Senior

    1 week ago


    Century Group Pasadena, CA, United States

    Century Group is partnering with a client who is seeking a Tax Senior to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $35 to $47 per hour. · Responsibilities: Manage tax compliance and ensure adherence to le ...

  • Regal Executive Search, LLC

    Tax Senior

    1 week ago


    Regal Executive Search, LLC Pasadena, CA, United States

    Tax Staff - Tax Senior Well-established Pasadena CPA firm offering opportunities for challenging tax work across a broad and diverse range of clients and industries. We provide a supportive and collaborative clan culture for the tax professional seek Tax, Senior, Accounting, Staf ...

  • Century Group

    Tax Senior

    2 weeks ago


    Century Group Pasadena, United States

    Century Group is partnering with a growing client who is seeking a Tax Senior to add to their team in Pasadena. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $40 to $47 per hour. Looking to have a qualified candidate start im ...

  • Reliance Steel

    Tax Senior

    1 hour ago


    Reliance Steel Pasadena, United States

    JOB SUMMARY · The Tax Senior will be working under the general supervision of the tax management team and other senior staff. This position assists the tax team with the company's annual provision, federal and state tax compliance, and other tax matters. · ESSENTIAL FUNCTIONS · * ...

  • Reliance Steel

    Tax Senior

    1 week ago


    Reliance Steel Pasadena, United States

    JOB SUMMARY · The Tax Senior will be working under the general supervision of the tax management team and other senior staff. This position assists the tax team with the company's annual provision, federal and state tax compliance, and other tax matters. · ESSENTIAL FUNCTIONS · * ...

  • Century Group

    Tax Senior

    2 weeks ago


    Century Group Pasadena, United States

    Job Description · Job Description Century Group is partnering with a client who is seeking a Tax Senior to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $35 to $47 per hour. · Responsibilities: · Manage ta ...

  • Century Group

    Tax Senior

    1 week ago


    Century Group Pasadena, United States

    Century Group is partnering with a growing client who is seeking a Tax Senior to add to their team in Pasadena. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $40 to $47 per hour. Looking to have a qualified candidate start im ...

  • Regal Executive Search

    Senior Tax

    1 week ago


    Regal Executive Search Pasadena, United States

    Job DescriptionTax Senior Associate, PCS / HNWI · Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice. · Our Private Client Services practice works with private com ...

  • Century Group

    Tax Senior

    1 week ago


    Century Group Pasadena, United States

    Job Description · Job DescriptionCentury Group is partnering with a growing client who is seeking a Tax Senior to add to their team in Pasadena. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $40 to $47 per hour. Looking to ha ...

  • Cope Staffing LLC

    Tax Senior

    1 week ago


    Cope Staffing LLC Anaheim, United States

    Job Description · Job DescriptionJob Title: Senior Tax Associate · Location: 100% Remote but with offices all over the country · Salary: $80,000 to $105,000 + bonus + benefits · CPA or EA preferred · Great opportunity to be part of a holistic approach to Tax Planning & Wealth Man ...


  • Regal Executive Search Pasadena, United States

    Job Description · SENIOR TAX ACCOUNTANT · Summary: · Our client is a full service public accounting firm that is consistently ranked highly as one if the best places to work in California and serves the middle market throughout Los Angeles and Orange County to San Diego · As p ...

  • Moss Adams LLP

    Tax Senior Manager

    3 weeks ago


    Moss Adams LLP Pasadena, United States

    At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the wa ...

  • PANDA INN

    Senior Tax Accountant

    2 weeks ago


    PANDA INN Pasadena, United States

    The Senior Accountant (A) position is responsible for worksheet preparation to assist the Manager, Accounting & Tax with tax return preparation. This position is also responsible for preparing year-end financial data to assist the Manager with investment entities tax return prepa ...

  • Moss Adams LLP

    Tax Senior Manager

    2 weeks ago


    Moss Adams LLP Pasadena, United States

    Job Description - Tax Senior Manager - Estate and Gifts · Tax Senior Manager - Estate and Gifts · ( · Job Number: · 26843 · ) · Employee Status · Employee Status · : · Regular · Schedule · : · Full Time · Primary Location · : · Pasadena, CA · Other Locations · : ...

  • Moss Adams LLP

    Tax Senior Manager

    1 week ago


    Moss Adams LLP Pasadena, United States

    At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the wa ...


  • Full Service Accounting Firm Based in Pasadena Pasadena, United States

    Job Description · Job Description · A full-service tax and accounting firm in Pasadena, California has an opening for immediate hire for an experienced Tax Manager with career growth opportunity and great compensation package. Must have a current CPA or EA license. · Qualificat ...

  • Moss Adams LLP

    Tax Senior Manager

    3 weeks ago


    Moss Adams LLP Pasadena, CA, United States Full time

    Job Description - Tax Senior Manager - Estate and Gifts · Tax Senior Manager - Estate and Gifts ( Job Number: · Regular Schedule : Full Time Primary Location · : Woodland Hills, CA, El Segundo, CA Description · For us, that means fostering a culture of talented people who car ...

  • Regal Executive Search

    Senior Tax Manager

    6 days ago


    Regal Executive Search Pasadena, United States

    Job Description · Senior Tax Manager / Tax Partner - HNWI / Private Client Services · Job description · Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. · The successful candidate wil ...

  • Moss Adams LLP

    Tax Senior Manager

    1 week ago


    Moss Adams LLP Pasadena, United States

    Job Description - Tax Senior Manager · Tax Senior Manager · ( · Job Number: · 26840 · ) · Employee Status · Employee Status · : · Regular · Schedule · : · Full Time · Primary Location · : · Pasadena, CA · Other Locations · : · Woodland Hills, CA, El Segundo, CA · ...

  • Moss Adams LLP

    Tax Senior Manager

    5 days ago


    Moss Adams LLP Pasadena, United States

    At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the wa ...