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Creative Financial Staffing

Tax Manager CA

Creative Financial Staffing, Mountain View, California, United States,


Tax Manager - High Net Worth Clients!

As Tax Manager youll use your tax knowledge by applying your technical skills to assigned projects under direct guidance from the Partner; The Tax Manager will gain an understanding of the clients financial, business and family goals

Review, manage/coach seniors and staff as well as prepare tax ***** multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Partner

Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

BA/ degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable

5-10 yrs. experience dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning.

Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

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