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Sr Tax Manager, High Net Worth & Retail Public Accounting at Rinvio Recruitment
Rinvio Recruitment
San Diego, CA
Finance
Posted 0 days ago
Job Description
**Key Responsibilities**- Be a trusted helper for wealthy individuals and business clients giving them advice on taxes following tax laws and planning strategies.- Check and approve complex tax returns for individuals corporations (both C and S types) partnerships and estates across different states.- Lead and guide a team of tax professionals helping them with challenges providing training and ensuring quality work.- Research complicated tax issues such as how to set up businesses manage estates and trusts and find ways to save on taxes from investments.- Handle IRS and State audits for clients making sure to respond accurately and quickly to inquiries.- Work with other accounting and advisory teams to provide complete services for clients including bookkeeping business valuations and financial planning.- Look for opportunities to help clients save money on taxes and identify any risks using up-to-date knowledge of federal and California tax laws.- Build strong relationships with clients by communicating regularly holding yearly planning meetings and quickly responding to their questions.- Help the firm grow by working on client proposals and supporting business development efforts.**Qualifications**- Must have a CPA designation (active and valid in California).- At least 7 years of experience in public accounting especially working with wealthy individuals and small businesses on taxes.- Ability to manage complicated tax situations with little supervision.- Strong knowledge of federal and state tax laws especially for businesses and high-income individuals.- Experience using tax software like Lacerte UltraTax or similar programs.- Good leadership project management and communication skills.- Ability to build trust and keep client information private in a busy client-focused environment. Key Skills Network security,Active Directory,VMware,Access Points,LAN,Email,Routers,Windows,Infrastructure,Internet,VPN,Troubleshoot,Setup,hardware,Technical Support Employment Type : FULL_TIME Experience: years Vacancy: 1
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