Tax Director - Santa Monica, United States - Gerber Kawasaki Wealth Management

Gerber Kawasaki Wealth Management
Gerber Kawasaki Wealth Management
Verified Company
Santa Monica, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description

This role is 100% in office 5 days/week, 8am-5pm; However please note that hours will change during tax season based on the needs and demands of the tax department.

Salary:
$175-$250K, DOE


What we need:


  • Bachelor's Degree in Accounting or equivalent field
  • Masters in Taxation preferred
  • 8+ years of progressive accounting experience
  • 3+ years with supervisory experience, mentoring and counseling associates
  • CPA certification
  • Ability to interact with C-Suite professionals, inhouse Financial Advisory team and clients
  • Excellent written and verbal communication skills
  • Ability to multitask and stay organized
  • Exceptional work ethic and integrity
  • Financial services experience is highly preferred

Responsibilities Include:


  • Prepare tax projections
  • Maintain a working relationship with selected clients
  • Perform compliance review and tax return signoff
  • Handle client consultations on planning opportunities and changes in tax law
  • Working on proposals and assisting in developing new business
  • Meeting prospective clients and developing relationships with new and existing clients
  • Expanding services to existing clients
  • Supervising engagements and special projects undertaken by the firm
  • Overseeing all aspects of the client engagement
  • Supervising, training and evaluating advanced level staff
  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
  • Maintaining knowledge of new tax issues and general business trends that affect the client
  • Assist Partners on research, projects, planning
  • Distinguish a personal reputation for excellence inside and outside the firm

Gerber Kawasaki offers a competitive compensation and benefits package that includes:

  • Medical, dental, vision
  • 401(k) retirement plan
  • Flexible Spending and Health Savings Account
  • Paid Holidays, vacation and sick time
  • At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws._

Pay:
$175, $205,000.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Vision insurance
  • Wellness program
  • Work from home

Experience level:

  • 8 years

Schedule:

  • Extended hours
  • Monday to Friday
  • Weekends as needed

Experience:


  • Tax experience: 6 years (required)

License/Certification:

  • CPA (required)

Ability to Commute:

  • Santa Monica, CA required)

Ability to Relocate:

  • Santa Monica, CA 90405: Relocate before starting work (required)

Work Location:
In person

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