Tax Senior (TS-MHN) - Redwood City, CA

About the job Tax Senior (TS-MHN) - Redwood City, CA The Role The Tax Manager will be responsible for understanding the financial implications of transactions that comply with all tax regulations. A successful candidate will have a strong background in accounting, tax laws, and corporate structure. This is a great opportunity for anyone looking for an exciting tax career, which is often perceived as both stable and lucrative. Core Responsibilities Prepare federal and state individual tax returns and work papers for high-net-worth individuals, multi-generational families, and other specialty areas of the firm. Recognize the required information from client's tax documents and convert it into part of tax work papers. Communicate with clients to acquire additional tax information and clarify the confusion. Prepare quarterly and annual tax provision calculations to generate estimated amounts of deferred tax assets, deferred tax liabilities, and valuation allowances. Committed to best practices of the firm and consistently demonstrated ethical behavior. Education and Qualifications A Master's degree or foreign equivalent in Accounting, Business Administration, Finance, or related field. 1-year of experience in the field offered or related occupation. Will accept a bachelor's degree and 3-years of experience in place of MS1. Must successfully pass a background check. Must be currently authorized to work in the United States full-time. Essential Functions Prepare federal tax forms and related schedules. Prepare quarterly estimated federal and state income tax payments. Prepare federal and state corporate, partnership, trust, and S-Corp tax returns and work papers. Prepare foreign informational tax forms for both domestic and international clients. Perform year-end tax planning for high-net-worth individuals and other specialty areas of the firm. Generate resident and non-resident state tax forms and create reconciliation work papers. Record adjusting journal entries (AJE) to adjust client-provided financials to the correct amounts. Research on unfamiliar topics by utilizing third-party software, including Thomson Reuters Checkpoint, Bloomberg BNA, etc. Create memos to summarize research results and save them in the firm's system for future use. Book tax journal entries to adjust the book balance to the tax balance reported on tax returns. Conduct special projects as requested by the supervisor. Accomplish objectives by supervising and coaching staff and organizing and monitoring work processes. Plan, monitor, and appraise job results. Keep track of schedule by updating the firm-provided Excel spreadsheet and third-party scheduling software (XCM). Participate in tax update seminars and read newsletters and articles. Experience Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus. Excellent business skills and appropriate industry knowledge Keep current on applicable professional standards. Strong skills and experience with Word, Outlook, Excel, QuickBooks. Knowledge, Skills, and Abilities Improve skill in using tax software (Go System RS) and contact vendor to resolve any issues or bugs on the software. Manage own schedule and job priorities and communicate status to manager. Maintain a thorough understanding of deadlines for different types of tax returns. Keep abreast of current tax developments and effectively apply tax knowledge to client situations. Attend firm-provided CPE events covering various topics, including taxation, soft skills, computer software, etc. Proficient with technology related to accounting and research software. Strong project management, organization, and analytical skills. Extremely detail-oriented. Excellent verbal and written communication skills Working Conditions Be able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations. Health Generous healthcare benefits. Several options are available to cultivate a comprehensive health coverage plan that fits your needs. Happiness Meaningful assignments with direct client contact. Exposure to ultra-high-net-worth clientele. Complex and interesting work. Beyond Sophisticated training courses. Ongoing professional development programs. Rewarding mentor relationships. Benefits HMO. PPO. HAS. Dental. Vision. Long- and short-term disability. Life Insurance. Retirement plan. Maternity and Paternity Leave. Flexible Spending Account. Adoption Assistance.