High networth individual Tax Manager at Jobot
Folsom, CA 95630
About the Job
Work with high network individuals - 401k match, medical, dental, vision, bonus!
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $145,000 per year
A bit about us:
Welcome to our client, your premier destination for bespoke financial advisory and tax services tailored to high-net-worth individuals. With a profound understanding of the unique challenges and opportunities faced by affluent clients, we are dedicated to delivering exceptional, personalized solutions that align with your financial aspirations and lifestyle.
At our client, our team of seasoned professionals brings a wealth of experience and expertise in wealth management, tax planning, and strategic financial planning. We pride ourselves on our client-centric approach, ensuring that each strategy we develop is meticulously crafted to optimize your financial health and secure your legacy.
Our Services
Wealth Management: Our comprehensive wealth management services are designed to grow and protect your assets. We offer customized investment strategies, risk management, and portfolio diversification, all tailored to your specific goals and risk tolerance.
Tax Planning & Compliance: Navigating the complexities of tax laws is our forte. We provide sophisticated tax planning and compliance services to minimize liabilities and maximize savings, ensuring your financial strategies are tax-efficient and compliant with ever-evolving regulations.
Estate Planning: Preserve your legacy with our expert estate planning services. We help you design robust estate plans that reflect your wishes, protect your wealth, and provide for future generations.
Philanthropic Advisory: For clients looking to make a meaningful impact, we offer comprehensive philanthropic advisory services. We assist in creating charitable giving strategies that align with your values and enhance your philanthropic footprint.
Why Choose Us?
Personalized Service: We understand that no two clients are the same. Our bespoke solutions are tailored to meet your unique needs and objectives, ensuring you receive the attention and expertise you deserve.
Expertise & Experience: Our team comprises seasoned financial advisors and tax specialists with extensive experience in serving high-net-worth individuals. We stay abreast of industry trends and regulatory changes to provide informed and innovative solutions.
Integrity & Trust: At Elite Financial & Tax Advisors, integrity and trust are the cornerstones of our practice. We are committed to building long-term relationships based on transparency, trust, and mutual respect.
Client-Centric Approach: Your success is our priority. We are dedicated to understanding your financial landscape and delivering strategies that enhance your wealth and achieve your financial goals.
Join us at our client, where we turn your financial aspirations into reality. Let us guide you on the path to financial success and security. Contact us today to schedule a consultation and discover how we can serve your financial and tax advisory needs with excellence and distinction.
Why join us?
Job Details
Job Title: Tax Manager – High Net-Worth Individuals & Gift Tax
Job Description
Overview:
Our client is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will specialize in servicing high-net-worth individuals, with a focus on gift tax planning and compliance. This role offers an excellent opportunity to work with prestigious clients and provide strategic tax solutions that align with their financial goals.
Key Responsibilities:
Client Management:
Serve as the primary tax advisor for high-net-worth clients, building and maintaining strong relationships.
Understand clients' financial objectives and provide tailored tax advice to optimize their tax positions.
Conduct regular reviews of clients' tax situations and recommend proactive strategies.
Tax Planning & Compliance:
Develop and implement sophisticated tax planning strategies to minimize tax liabilities and maximize savings.
Oversee the preparation and review of complex individual, gift, and trust tax returns.
Ensure compliance with federal, state, and local tax regulations and stay updated on changes in tax laws.
Gift Tax Expertise:
Provide specialized advice on gift tax planning, including the use of trusts, charitable giving, and wealth transfer strategies.
Advise clients on the implications of significant gifts and help structure gifts to align with clients' estate planning goals.
Prepare and review gift tax returns, ensuring accuracy and compliance with all regulatory requirements.
Team Leadership & Development:
Lead and mentor a team of tax professionals, providing guidance and support to ensure high-quality service delivery.
Conduct training sessions on tax planning and compliance topics, fostering a culture of continuous learning and improvement.
Collaborate with other departments to integrate tax strategies with clients' overall financial plans.
Client Representation:
Represent clients in tax audits and disputes, providing expert guidance and support throughout the process.
Liaise with tax authorities on behalf of clients to resolve issues and ensure favorable outcomes.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA or JD preferred.
Minimum of 7 years of experience in tax planning and compliance, with a focus on high-net-worth individuals and gift tax.
In-depth knowledge of federal, state, and local tax laws, including recent changes and developments.
Proven experience in managing complex tax situations and providing strategic tax advice.
Strong analytical and problem-solving skills, with attention to detail and accuracy.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Leadership experience, with the ability to mentor and develop a team of tax professionals.
Proficiency in tax software and Microsoft Office Suite.
Benefits:
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance plans.
Retirement plan with employer matching contributions.
Continuing education and professional development opportunities.
Flexible work arrangements and a supportive work-life balance culture.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $145,000 per year
A bit about us:
Welcome to our client, your premier destination for bespoke financial advisory and tax services tailored to high-net-worth individuals. With a profound understanding of the unique challenges and opportunities faced by affluent clients, we are dedicated to delivering exceptional, personalized solutions that align with your financial aspirations and lifestyle.
At our client, our team of seasoned professionals brings a wealth of experience and expertise in wealth management, tax planning, and strategic financial planning. We pride ourselves on our client-centric approach, ensuring that each strategy we develop is meticulously crafted to optimize your financial health and secure your legacy.
Our Services
Wealth Management: Our comprehensive wealth management services are designed to grow and protect your assets. We offer customized investment strategies, risk management, and portfolio diversification, all tailored to your specific goals and risk tolerance.
Tax Planning & Compliance: Navigating the complexities of tax laws is our forte. We provide sophisticated tax planning and compliance services to minimize liabilities and maximize savings, ensuring your financial strategies are tax-efficient and compliant with ever-evolving regulations.
Estate Planning: Preserve your legacy with our expert estate planning services. We help you design robust estate plans that reflect your wishes, protect your wealth, and provide for future generations.
Philanthropic Advisory: For clients looking to make a meaningful impact, we offer comprehensive philanthropic advisory services. We assist in creating charitable giving strategies that align with your values and enhance your philanthropic footprint.
Why Choose Us?
Personalized Service: We understand that no two clients are the same. Our bespoke solutions are tailored to meet your unique needs and objectives, ensuring you receive the attention and expertise you deserve.
Expertise & Experience: Our team comprises seasoned financial advisors and tax specialists with extensive experience in serving high-net-worth individuals. We stay abreast of industry trends and regulatory changes to provide informed and innovative solutions.
Integrity & Trust: At Elite Financial & Tax Advisors, integrity and trust are the cornerstones of our practice. We are committed to building long-term relationships based on transparency, trust, and mutual respect.
Client-Centric Approach: Your success is our priority. We are dedicated to understanding your financial landscape and delivering strategies that enhance your wealth and achieve your financial goals.
Join us at our client, where we turn your financial aspirations into reality. Let us guide you on the path to financial success and security. Contact us today to schedule a consultation and discover how we can serve your financial and tax advisory needs with excellence and distinction.
Why join us?
- medical
- predominately remote position but qualified applicants will have a willingness to meet with investors / clients on a recurring basis
- dental
- vision
- PTO
- bonus
- high net worth individuals
- 401k match
Job Details
Job Title: Tax Manager – High Net-Worth Individuals & Gift Tax
Job Description
Overview:
Our client is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will specialize in servicing high-net-worth individuals, with a focus on gift tax planning and compliance. This role offers an excellent opportunity to work with prestigious clients and provide strategic tax solutions that align with their financial goals.
Key Responsibilities:
Client Management:
Serve as the primary tax advisor for high-net-worth clients, building and maintaining strong relationships.
Understand clients' financial objectives and provide tailored tax advice to optimize their tax positions.
Conduct regular reviews of clients' tax situations and recommend proactive strategies.
Tax Planning & Compliance:
Develop and implement sophisticated tax planning strategies to minimize tax liabilities and maximize savings.
Oversee the preparation and review of complex individual, gift, and trust tax returns.
Ensure compliance with federal, state, and local tax regulations and stay updated on changes in tax laws.
Gift Tax Expertise:
Provide specialized advice on gift tax planning, including the use of trusts, charitable giving, and wealth transfer strategies.
Advise clients on the implications of significant gifts and help structure gifts to align with clients' estate planning goals.
Prepare and review gift tax returns, ensuring accuracy and compliance with all regulatory requirements.
Team Leadership & Development:
Lead and mentor a team of tax professionals, providing guidance and support to ensure high-quality service delivery.
Conduct training sessions on tax planning and compliance topics, fostering a culture of continuous learning and improvement.
Collaborate with other departments to integrate tax strategies with clients' overall financial plans.
Client Representation:
Represent clients in tax audits and disputes, providing expert guidance and support throughout the process.
Liaise with tax authorities on behalf of clients to resolve issues and ensure favorable outcomes.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA or JD preferred.
Minimum of 7 years of experience in tax planning and compliance, with a focus on high-net-worth individuals and gift tax.
In-depth knowledge of federal, state, and local tax laws, including recent changes and developments.
Proven experience in managing complex tax situations and providing strategic tax advice.
Strong analytical and problem-solving skills, with attention to detail and accuracy.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Leadership experience, with the ability to mentor and develop a team of tax professionals.
Proficiency in tax software and Microsoft Office Suite.
Benefits:
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance plans.
Retirement plan with employer matching contributions.
Continuing education and professional development opportunities.
Flexible work arrangements and a supportive work-life balance culture.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
120,000 - 145,000 /year