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Senior Tax Manager

San Diego, CA

Function: Internal Job Number: JN -112022-8411

Job Description

**Boutique firm with 50yr+ history

**Near term ownership opportunity

**High net worth clientele

  • 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)

  • 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.
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