- Act as point of contact and relationship manager for client, family, and outside service providers.
- Manage outside service providers (e.g. attorneys, investment brokers, clients' employees), including coordination of activities such as drafting documents for personal estate and entities, coordinating loan documents with lenders, and payroll for clients' employees.
- Meet or exceed client expectations by demonstrating creativity in developing integrated solutions utilizing a broad range of services including tax, estates and trusts, insurance and risk management, and philanthropy.
- Ensure tax compliance (filings, extensions, review of tax returns for client and related entities) for accuracy on material issues.
- Successfully resolve through research and analysis complex tax issues and proactively discuss issues and alternatives with client.
- Manage existing client revenue through review of work in progress and preparation of billings for special projects/consulting services provided by the client.
- Manage complex engagements through the ability to schedule multiple tasks simultaneously in order to complete a deliverable in a timely manner.
- Develop internal and external (attorneys and brokers) networks to form strong working relationships with the goal of growing and generating new business opportunities and agreements.
- Proactively communicate and discuss impact of technical tax matters, and communicate to clients tax changes, implications, and potential impact to their financial strategies and goals.
- Bachelor's degree in business or related field; CPA or Master's in Taxation
- 7-10 years experience working with individuals, fiduciary tax issues, investments, financial and estate planning, and philanthropy.
- Strong client service orientation and technical skill set, problem solving skills
- Strong written and verbal communication skills
-
Tax Manager
6 days ago
Paradigm Information Services, Inc. San Francisco, United StatesParadigm is seeking a Tax Manager to join our client, located in San Francisco, CA. In this vital role, you will lead complex tax projects for high-net-worth individuals and various corporate entities, maintaining our reputation for delivering exceptional tax services. · Type: Di ...
-
Tax Manager/Senior Tax Manager
2 weeks ago
Propel Recruitment LLC San Francisco, CA, United StatesOur client, a boutique public accounting firm based in San Francisco, is seeking a highly experienced Tax Manager/Senior Manager to join our growing team. This individual will play a key role in overseeing and managing all aspects of tax compliance for their clients, with a prima ...
-
Tax Manager
1 week ago
CyberCoders San Francisco, CA, United StatesLos Angeles, CA · • Denver, CO · • Houston, TX · • Dallas, TX · • San Francisco, CA Full-time $100, $150,000.00Posted 05/01/2024We are a top 100 Accounting firm in the US This year we were rated among the Top 100 Best Companies to work for according to multiple sources. We ar ...
-
Tax Manager
1 week ago
Hood & Strong San Francisco, United StatesJob Description: · Our firm is seeking a Trust & Estates Tax Manager to join our team. The Trust & Estates Tax Manager will be responsible for managing a team of tax professionals in providing comprehensive tax services to high-net-worth individuals, trusts, and estates. The idea ...
-
Tax Manager
1 week ago
Regal Executive Search San Francisco, United StatesJob Description · Tax Manager · Summary · Our client, a rapidly growing full service CPA firm with multiple offices in California. · They provide accounting, payroll, auditing, tax and consulting services to individuals, businesses and non-profit organizations. · We are seeki ...
-
Tax Manager
1 day ago
CyberCoders San Francisco, CA, United StatesSan Francisco, CAHybrid Full-time $100, $160,000.00Posted 04/17/2024As one of the largest accounting, tax, and business advisory firms in the USA we are continuing to grow We are looking for strong Tax Managers with a CPA or EA to join our team · We are looking for a motivated in ...
-
Tax Manager
1 week ago
Sterling Freeman San Francisco, United StatesAn accounting firm that values creative thinking and fun at work? You found us We support our professionals with plenty of morale-boosters, excellent compensation, International Tax opportunities, and the strongest professional and leadership development program in the area. The ...
-
Tax Manager
1 week ago
Miller Kaplan Arase LLP San Francisco, United StatesJob Description · Job Description · Job Summary: The Manager in the Tax department is responsible for overseeing a client's tax planning, preparation, and filing. The Manager builds and maintains relationships with businesses and individuals to provide tax support or services. ...
-
Tax Manager
5 days ago
3Degrees San Francisco, United StatesEvery day, we work together for what matters – bold, swift, and equitable climate action. · ABOUT THE ROLE · In this new role, you'll leverage your expertise in domestic and/or international corporate tax compliance, to build and scale the tax function for a fast-growing renewa ...
-
Tax Manager
1 week ago
Hire Resolve USA San Francisco, United StatesHire Resolve's esteemed and growing client is a leading CPA accounting firm seeking an experienced Tax Manager to join the team. As a Tax Manager, you will play a key role in leading and managing multiple operations of the tax practice area, delivering quality tax services, and i ...
-
Tax Manager
3 days ago
EY San Francisco, United States Paid WorkEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Tax Manager
5 days ago
EY - Ernst & Young Global Limited San Francisco, United StatesOur tax function is constantly evolving, and its here youll find everything you need to grow as we do. Its all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Your k Tax Manager, Business Operations ...
-
Tax Manager
1 week ago
Grant Thornton San Francisco, United StatesThe team you're about to join is ready to help you thrive. Here's how: · Whether it's your work location, weekly schedule or unlimited flex time off, we empower you with the options to work in the way that best serves your clients and your life. · Here, you are supported to prio ...
-
Tax Manager
4 days ago
EY San Francisco, CA, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Tax Manager
1 week ago
EisnerAmper San Francisco, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Tax Manager
1 week ago
FORVIS West Valley City, United States& Requirements · As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience managing tax advisory services, tax compliance, and tax provision for a diversified client base, t ...
-
Tax Manager
1 week ago
MSP Personnel San Francisco, United StatesJob Description · Job Description · Our client is a leading accounting and professional services firm serving clients nationwide. We are currently seeking a highly skilled and experienced Remote Tax Manager to join our team. This position offers the flexibility to work remotely ...
-
Tax Manager
1 week ago
Carmel Partners San Francisco, CA, United StatesCarmel Partners , one of the nation's leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an IT Support Associate in our San Francisco Regional Office. Summary The Ta ...
-
Tax Manager
2 weeks ago
Next Level Recruiting, LLC San Francisco, United StatesOur client is a Top Public Accounting Firm serving ultra high-net-worth individuals, families, businesses, and non-profit organizations. They're currently seeking Tax Managers with High Net-Worth, Individual & Partnership experience to join their team. · Minimum Requirements: · ...
-
Tax Manager
1 week ago
Carmel Partners San Francisco, United StatesCarmel Partners, one of the nation's leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an IT Support Associate in our San Francisco Regional Office. · Summary · The T ...
Senior Tax Manager - San Francisco, United States - Creative Financial Staffing
Description
Senior Tax Manager- Family Office Clients
Responsibilities:
Knowledge:
Skills:
#INAPR2024
#LI-AS1