Jobs
>
San Francisco

    Director - Tax Services - San Francisco, United States - Aspiriant

    Aspiriant
    Aspiriant San Francisco, United States

    3 weeks ago

    Default job background
    Description
    Job Description

    Job Description

    Aspiriant Seeks Tax Director to Join Our Exclusive Family Office


    Are you a seasoned tax professional seeking a leadership role and rewarding career in wealth management? Aspiriant invites you to explore an exciting opportunity to join our expanding Tax Services team.

    As a Tax Director, you will play a pivotal role in providing comprehensive tax advisory and compliance services to our ultra-high-net-worth clients within our Exclusive Family Office.

    The Tax Director is responsible for providing comprehensive tax planning, advisory, and compliance services to high-net-worth individuals and families.

    The ideal candidate will have a deep comprehension of complex tax laws, regulations, and planning strategies, as well as the ability to effectively communicate with clients and external professionals.

    Responsibilities

    Manage and coordinate complex tax engagements for a diverse and complex portfolio of clientsPrepare and review all federal, state, and local tax returns for individuals, trusts, foundations, and business entitiesEvaluate quarterly estimates and projectionsDevelop and implement tax strategies for clients, taking into account their unique business and financial goalsProvide technical guidance to team members on a variety of tax issuesStay abreast of relevant tax legislative developments and disseminate key information to stakeholdersRepresent clients before tax authorities, such as the IRS and state tax agenciesDevelop and maintain strong relationships with clientsMentor and train junior tax professionalsCollaborate closely with clients and their Wealth Managers to address their tax planning and compliance needsFunction as an internal firm resource and authority for tax issue consultations and resolutionsProactively identify and communicate tax-related opportunities and exposures to clients and Wealth ManagersFoster a culture of innovation and encourage the adoption of firm initiativesIdentify and participate in new business and cross-selling opportunitiesPractice and exemplify the firm's dedication to professional excellence

    Qualifications


    Bachelor's degree in accountingCertified Public Accountant (CPA) designation is requiredMaster of Business Taxation (MBT) is a plusSeven to ten years of progressive tax compliance and/or tax consulting experience, particularly in public accounting, family office, or wealth managementProven track record of success in managing multiple engagements and competing priorities in a fast-paced environmentExceptional client service and communication skills, demonstrating the ability to build and maintain outstanding client relationshipsStrong organizational skills, attention to detail, and a reliable work ethicProficiency in Microsoft Office suite.

    Experience with Wolters Kluwer Axcess tools a plus.
    Ability to work extended hours during peak periods

    Benefits

    Pathway to Partnership OpportunityCollaborative and dynamic work environmentComprehensive benefits package, including 401(k) with company match, individual and cash profit sharing bonuses, competitive medical benefits, and community engagement opportunitiesFlexible work arrangements to support a healthy work-life balanceGenerous continuing education assistance program

    About Aspiriant

    ASPIRIANT IS A leading independent wealth management firm.

    We recognize, respect

    and value


    the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.


    Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.

    Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

    To ApplyGo to , select 'careers' link in the footer, and search for open positions. From there attach a cover letter and resume for consideration. We look forward to hearing from you

    Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.


    Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.

    There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

    #J-18808-Ljbffr
  • Aspiriant

    Associate - Tax Services

    3 weeks ago

    Aspiriant San Francisco, United States

    Job Description · Job Description · Are you passionate about tax but ready for something different with an exciting career in wealth management? You have come to the right place We are looking to add new members to our cool tax services team. At Aspiriant you will join a synerg ...

  • Aspiriant

    Associate - Tax Services

    2 days ago

    Aspiriant San Francisco, United States

    Job Description · Job Description · Are you passionate about tax but ready for something different with an exciting career in wealth management? You have come to the right place We are looking to add new members to our cool tax services team. At Aspiriant you will join a synerg ...

  • ASPIRIANT LLC

    Associate - Tax Services

    2 days ago

    ASPIRIANT LLC San Francisco, United States

    Job Description · Job DescriptionAre you passionate about tax but ready for something different with an exciting career in wealth management? You have come to the right place We are looking to add new members to our cool tax services team. At Aspiriant you will join a synergetic ...

  • Aspiriant

    Director - Tax Services

    5 days ago

    Aspiriant San Francisco, United States

    Job Description · Job Description · Aspiriant Seeks Tax Director to Join Our Exclusive Family Office · Are you a seasoned tax professional seeking a leadership role and rewarding career in wealth management? Aspiriant invites you to explore an exciting opportunity to join our ...

  • BDO

    Tax Director, Transaction Advisory Services

    3 days ago

    BDO San Francisco, United States

    Job Summary: · Within the Special Projects Group in TAS tax, the Director, Transaction Advisory Services (TAS Tax) is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Director in this role will be the primary client ...

  • BDO

    Senior Manager Tax, Transaction Advisory Services

    3 weeks ago

    BDO San Francisco, United States

    Job Summary: · Within the Special Projects Group in TAS tax, the Senior Tax Manager is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Senior Tax Manager in this role will be the primary client contact for technical ...

  • GRN of Fort Worth

    Tax Manager, Business Tax Services

    2 weeks ago

    GRN of Fort Worth Fremont, United States

    Job Description · Job DescriptionJoin our client, a rapidly growing financial services company in Fremont, CA, as a Tax Manager. With over 6 years of experience in taxation, you'll play a pivotal role in preparing and reviewing various tax returns, schedules, and forms. We're loo ...

  • GRN of Fort Worth

    Tax Manager, Business Tax Services

    2 weeks ago

    GRN of Fort Worth Fremont, United States

    Job Description · Job Description · Join our client, a rapidly growing financial services company in Fremont, CA, as a Tax Manager. With over 6 years of experience in taxation, you'll play a pivotal role in preparing and reviewing various tax returns, schedules, and forms. We'r ...

  • PwC

    Tax Services

    3 weeks ago

    PwC Palo Alto, United States Full time

    A career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. You ll advise clients on their local and overseas tax affairs ...

  • SilverLinx

    Wage accountant

    2 weeks ago

    SilverLinx Bayview, United States

    Location: 50668 Cologne | Employment type: Full-time, temporary | Job ID: 842551 · What we have planned together: · Become part of a dedicated and success-oriented team responsible for providing essential support and consulting services for employees and managers of the REWE Grou ...

  • FusionWorks

    Commercial Director

    2 weeks ago

    FusionWorks Bayview, United States

    PACKAGE+ is the Western European sales arm of an internationally operating packaging manufacturer. With over 300 employees, we produce folding cartons, sleeves, and printed films on state-of-the-art machines. We have been successfully active in the D/A/CH market for more than 10 ...

  • Regal Executive Search

    Tax Partner

    2 days ago

    Regal Executive Search San Francisco, United States

    · Tax Partner - Partnership Taxation · POSITION SUMMARY: · Our client's responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals in our offices across the United States, ...

  • Robert Bosch Group

    senior payroll tax analyst

    3 weeks ago

    Robert Bosch Group San Francisco, United States

    Legal Entity: Robert Bosch Service Solutions - Costa Rica Sociedad AnonimaCompany Description · Bosch Service Solutions is a leading global supplier of Business Process Outsourcing for complex business processes and services. Using the latest technology and the Internet of Thing ...

  • We Are Tax Revolution

    Tax Manager

    1 week ago

    We Are Tax Revolution San Francisco, United States

    NEW IN Tax Manager up to $180K per annum San Francisco, TX – On-site Hours capped at 45 hours during busy season · What are they looking for? · Are you a dynamic and experience Tax Manager seeking an opportunity to showcase your expertise in a prestigious CPA firm? Look n ...

  • Withum

    Trust and Estate Tax Supervisor

    1 week ago

    Withum San Francisco, United States

    Looking to work at a firm that encourages a work life balance and a path to Partnership? · Withum, is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clien ...

  • KPMG-UnitedStates

    Senior Associate, Real Estate Deals/Transactions

    3 days ago

    KPMG-UnitedStates San Francisco, United States

    Business Title:Senior Associate, Real Estate Deals/TransactionsRequisition Number: Function:Tax Services · Area of Interest:State:WA · City:Seattle · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborati ...

  • Intercom

    Director

    5 days ago

    Intercom San Francisco, United States

    Intercom is an AI-first customer service platform that helps businesses deliver better, faster, more personalized support. · Intercom is bringing AI-first Customer Service to the world, dramatically improving experiences for customers, support agents, and managers alike.Modern, ...

  • Cypress Human Capital Management, LLC

    Payroll Tax Analyst,

    3 weeks ago

    Cypress Human Capital Management, LLC San Francisco, United States

    Payroll Tax Analyst, 13492Description:We are looking for a Payroll Tax Analyst to join our Global Payroll Team. Seated in Finance, this progressive and innovative team is comprised of approximately 40 dynamic payroll professionals based out of AMER, APAC and EMEA geographies, res ...

  • KPMG-UnitedStates

    Tax Manager, Real Estate Deals/Transactions

    3 weeks ago

    KPMG-UnitedStates San Francisco, United States

    Business Title:Tax Manager, Real Estate Deals/TransactionsRequisition Number: Function:Tax Services · Area of Interest:State:WA · City:Seattle · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, f ...

  • Regal Executive Search

    Tax Senior

    3 weeks ago

    Regal Executive Search San Francisco, United States

    Job Description · DESCRIPTIONThe Tax Senior/Supervisor is responsible in supervising all tasks associated with tax engagements, including the mentoring and training of staff. Working closely with the tax engagement executives in the review of tax returns and income tax provision ...