Senior Tax Manager / Tax Partner - Hwni / Private Client Services

Regal Executive SearchPasadena, CA

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Overview

Remote

On-site

Job Description

Senior Tax Manager / Tax Partner - HNWI / Private Client Services

Job description

Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.

Responsibilities

Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes

Get involved with tax controversies and advise and counsel clients

Interact with senior partners in planning for the firm

Interact with clients throughout the year to ensure a steady relationship between the client and the firm

Requirements

At least 15 years of experience

Public accounting with HNWI (high net worth individual) experience

Well-versed in high net worth individual, trust, estate, gift and foundation tax

Strong research and technical skills

CPA & MBA preferred

Software skills in Excel

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FAQs About Senior Tax Manager / Tax Partner - Hwni / Private Client Services Jobs at Regal Executive Search

What is the work location for this position at Regal Executive Search?

This job at Regal Executive Search is located in Pasadena, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Regal Executive Search?

Employer has not shared pay details for this role.

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