High Net Worth Tax Manager

WHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).Summary of Role:The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.You will be responsible for:The efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others.Performing technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.Assuming full responsibility for larger tax returns and delegating to the various tax preparers as deemed necessary.Delegating, managing, and performing tax research projects to achieve an accurate and efficient product.Participating actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviewing and advising on clients’ estate plans.Acting as a resource for the tax preparation team and A&A staff on estate, trust and gift tax issues. Staying informed and knowledgeable on technical standards and tax law.Assisting and supervising tax preparers with the more complex individual, estate, gift and fiduciary returns.Reviewing wills and trusts pertaining to estate and fiduciary income tax returns.Assuming client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.Communicating to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.Maintaining familiarity with qualifications of all tax staff members; reviewing staff assignments for appropriateness.Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.Assuming responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.Possessing complete knowledge of the firm’s philosophy and its opinions on tax matters.Maintaining knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.Participating in the firm’s practice development efforts through involvement with referral sources, community and industry activities.Being responsible for engagement profitability — billings and collections.Participating in the firm’s committees and management meetings.Proficiency in the use of computer tax preparation, tax research, and tax planning software programs.Ability to operate a computer, calculator and software used for estate tax and valuation.Willingness to become a part of the firm’s Mentoring Program.Performing such other duties as may be assigned.What we need from you:Excellent oral and written communication skills.Demonstrated leadership and supervisory skills.Strong interpersonal skills, including proven experience liaising with clients.Self-starter with the ability to work independently and use good judgment.Participation in career development program to improve managerial, communication, and interpersonal skills.What skills and experience you'll bring to us:5+ years of experience performing research and providing quality technical advice.Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.California income tax experience required.Seven decades, overriding focus: our people and our clients.GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversight Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology). A reasonable estimate of the current range is $130,000 - $175,000.Equal Employment OpportunityGHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.

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