Senior Tax Manager (West Coast)

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 concisely Detail-oriented with excellent time-management skills Client first attitude and passion for 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. Communicate clearly with clients on tax return delivery matters. Respond timely to tax questions, estimates, projections, and analysis. Work with tax staff to respond to tax notices and review taxing agency correspondence. Stay up to date on tax law changes and communicate their effects to clients. Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.