Senior Tax Manager - Beacon Pointe Advisors LLC

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Newport Beach, CA office as a Senior Tax Manager. This individual will work with Wealth Advisors nationwide and will be dedicated to supporting advisors with complex tax planning strategies for high net worth individuals including small business owners and their families. The ideal candidate will be responsible for providing tax planning education, completing tax strategy analysis, and implementing tax planning campaigns for the firm. 

Responsibilities

• Create and provide tax planning training
• Answer advisor and client tax questions
• Manage and help build tax planning software
• Be a resource for advisors and prospects
• Review and monitor our tax deliverables
• Create and monitor tax planning compliance requirements.

Qualification

• Certified Public Accountant 
• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
• Professional Financial Designation (CFP® or CFA designations preferred)
• At least five years of industry experience
• Financial Planning Experience 
• Experience with qualified plans preferred
• Strong communication and presentation skills
• Ability to handle multiple tasks and complete in a timely manner
• Ability to work with a team, yet be a self-starter
• Proficient in Excel, PowerPoint and Outlook
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

About Beacon Pointe Advisors

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 55 affiliate offices nationwide and 500+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.