Culver Careers
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**Boutique firm with 50yr+ history
**Near term ownership opportunity
**High net worth clientele
Requirements
Duties
To apply please email: ty.Culver@culvercareers.Com
Senior Tax Manager
San Diego, CA US
2023-01-23
2023-04-25
Function: Internal
Job Number: JN -112022-8411
Job Description
**Boutique firm with 50yr+ history
**Near term ownership opportunity
**High net worth clientele
Requirements
- 5 years+ in related field (personal tax and advisory)
- Proficient in individual taxation and trusts
- Proficient in corporate and partnership taxation
- CPA license
- Excellent written and verbal communication and interpersonal skills
- Strong organizational skills required for managing multiple client engagements
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Duties
- Tax preparation and planning with high net worth individuals
- Manage and oversee a clientele base of 500+
- Advise clients on corporate, individual and trust and estate tax services
- Oversee the calculation and analysis of proprietary tax strategies for clients
- Continue to develop relationships with clients, including involvement in networking and business development activities
To apply please email: ty.Culver@culvercareers.Com
Meet Your Recruiter
Ty Culver
Currently working towards an MBA with an emphasis in fantasy football. Strategic, challenging and rare careers just for you.