Tax Senior – Bay Area Family Office

Tax Senior

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Senior, you will be responsible for preparation and completion of work papers and client deliverables (i.e. tax returns).  This individual directly supports the Manager/Principal/Director, and ultimately the Partner.

Responsibilities:

• Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager/Principal/Director
• Maintain work standards that minimize risk exposure
• Provide detailed focus on assigned projects, and alert the Manager/Principal/Director of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
• Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Manager/Principal/Director) and external (client) expectations
• Apply tax knowledge to individual client situations
• Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues
• Support management of existing client revenue through review of work in progress (WIP’s) and preparation of billings for special projects/consulting services provided to the client
• Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
• Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Principal/Director to determine personal development
• Mentor and help Managers train and supervise tax associates

Requirements:

• Bachelor’s Degree in Accounting, Finance, Economics, or Business
• MBA or MST highly desired
• CPA license highly desired
• 2+ years of experience of individual, fiduciary and entity tax compliance and tax issues
• Strong accounting and analytical skills
• Basic knowledge of investments, financial planning, and estate planning a plus

Salary: $89,000 – $121,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.