Senior Tax Manager (Southern California)

Minimum 7+ years of public accounting experience, or equivalent experience Bachelor's degree in Accounting or related field Strong tax code knowledge and general accounting skills CPA and/or EA required Advanced degree preferred (e.g., MST, JD, LLM, CFP) Experience with UltraTax and SurePrep a plus Highly organized and tax-oriented Ability to communicate concepts to clients and advisors in concise and understandable fashion Must be detail-oriented and have excellent time-management skills Client first attitude including a passion for providing an excellent client experience

Research, analyze, review and sign tax returns for individual, trust, and business tax returns for HNW and UHNW clients. Provide insight on clients' current entity structures, family businesses, entity level tax issues and philanthropic strategies. Analyze, prepare, review, or adjust quarterly estimates and projections as needed. Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns. Responsible for timely and accurate response to tax questions, estimates, projections, and analysis. Work with tax staff to respond to tax notices and review of taxing agency correspondence. Stays up to date on tax law and any changes, as well as researching and communicating the effects of the law changes to clients. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.