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Tax Manager / Senior Manager - High Net Worth Individuals
Experience
5-8 yrs required
Location
Westlake Village, CA, United States
Posted on
Dec 12, 2022
Profile
Tax Manager / Senior Manager - High Net Worth Individuals
Duties: Provides top-level review of federal and multi-state income tax returns for individuals, and trusts & estates and also reviews related income tax workpapers. Leads teams of seniors and staff accountants. Oversees planning and scheduling of engagements. Ensures quality of work product. Monitors work-flow. Coaches/mentors individual team members. Provides formal and informal feedback. Communicates progress to partners. Develops business with both existing and new clients. Develops and maintains strong client relationships with client personnel and prospective clients. Works closely with clients to advise on income tax issues and related tax planning.
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