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    Senior Tax Manager - San Francisco, United States - The Agency Recruiting

    The Agency Recruiting
    The Agency Recruiting San Francisco, United States

    1 week ago

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    Description
    Job Description
    The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize liability and maximize financial opportunities.

    Key responsibilities include:
    • Managing a team of tax professionals and providing guidance and leadership in tax planning and compliance matters.
    • Developing and implementing tax strategies to minimize tax liability for ultra high net worth clients, including estate planning, charitable giving, and business succession planning.
    • Reviewing and approving complex tax returns for individuals, trusts, and other entities.
    • Providing strategic tax advice and guidance to clients on a wide range of tax issues, including income tax, gift tax, estate tax, and international tax matters.
    • Communicating with clients and other advisors to ensure that tax strategies are aligned with overall financial goals and objectives.
    • Keeping up to date on changes in tax laws and regulations that may impact high net worth clients.
    • Building and maintaining strong client relationships to drive business growth and client satisfaction.
    • The ideal candidate for this role will have a strong background in tax planning and compliance for ultra high net worth individuals, as well as excellent communication and leadership skills. A CPA or JD is required, and advanced credentials such as an MST or LLM in taxation are preferred. Experience working with high net worth clients in a public accounting firm or family office setting is essential.
    Requirements
      Requirements for the Senior Tax Manager for ultra high net worth individuals position typically include:

    • Bachelor's degree in Accounting, Finance, or related field. CPA or JD certification is required.
    • Minimum of 7-10 years of experience in tax planning and compliance, with a focus on ultra high net worth individuals.
    • Strong technical knowledge of complex tax laws and regulations, including income tax, gift tax, estate tax, and international tax matters.
    • Experience managing a team of tax professionals and overseeing multiple client engagements.
    • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
    • Strong leadership skills and the ability to provide guidance and mentorship to junior staff.
    • Advanced credentials such as an MST or LLM in taxation are preferred.
    • Knowledge of tax software and tools commonly used in the industry.
    • Ability to work independently and manage multiple priorities in a fast-paced environment.
    • Familiarity with high net worth financial concepts, estate planning strategies, and wealth management principles.
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