Experience
5 yrs required
Location
San Jose, CA, United States
Posted on
Nov 13, 2022
Profile
Tax Manager, Asset Management
The candidate will provide tax compliance and advisory services to pass-through entities, partnerships, and family offices for a variety of clients. Work as part of a multi-disciplinary team helping to provide knowledge and experience; manage teams of tax professionals and assistants working on client projects. Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships. Advise clients and be accountable for delivering high quality tax service and advice. Manage risk and financial performance of engagements including billing, collections, and project budgets. Participate in and contribute to market and business activities external to the firm. Bachelor's degree from an accredited college/university is required. Should be licensed CPA, Enrolled Agent, or J.D. /LL.M. degree. Should have 5+ years of pass-through and partnership tax experience in an accounting firm, corporation, law firm and/or family office. Experience managing multiple client engagements and client service teams is required.
Company info
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