Tax Senior Manager - Private Client
Location: Pasadena, CA (or Los Angeles / Calabasas, CA)
Overview
A large national accounting, tax and advisory firm is seeking a Tax Senior Manager for its private client services practice in Pasadena, California (Los Angeles and Calabasas also listed). You will oversee tax planning and compliance for ultra-high net worth individuals and families, with emphasis on clients in financial services such as hedge funds and private equity, and collaborate closely with partners in an entrepreneurial environment.
Responsibilities
- Supervise a team, foster client relationships and help build a sustainable practice
- Oversee tax planning and compliance for ultra-high net worth individuals and their families
- Apply knowledge of hedge fund K-1 treatment and a working understanding of trusts, estates, gifts and charitable entities
- Deliver tax planning, consulting and compliance solutions directly to clients
- Perform primary review of complex tax returns
- Train, supervise and review the work of staff
- Pursue new client relationships and participate in client seminars
Qualifications
- Bachelor's degree in accounting or equivalent
- 10+ years of progressive tax experience serving high net worth individuals
- Recent public accounting experience
- CPA or IRS Enrolled Agent required
- Master's in taxation preferred
- Experience growing a book of business and using CCH Axcess preferred
If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.