What are the responsibilities and job description for the Tax Manager position at Elevate Recruiting?
About the Company
Wealth and investment management firm (growing firm - great place to work and no billable hours)
Location:
Santa Monica (onsite daily)
Encino (hybrid work schedule)
About the Role
The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.
Responsibilities
- Prepare high net-worth Individual tax returns and entity returns including S-Corporations, Corporations, LLCs, Partnerships, Gift and Trust tax returns for clients
- Analyze and review financial statements for tax year-end planning and preparation, adjust financials and interpret financial data to catch variances and discrepancies between forecasted financial performance
- Correspond on behalf of clients regarding tax notices received from the Internal Revenue Service or from the Franchise Tax Board to resolve tax compliance issues
- Work with the bookkeeper/accounting to maintain viable financial books and records for the clients and ease of tax preparation into the next year
Qualifications
- Active CPA
- 4-6 years of relevant work experience
- Experience working w/ C-Corporations, S-Corporations, Partnerships, and HNW individuals with pass through entities
Required Skills
- Tax compliance knowledge
- Financial analysis skills
Preferred Skills
- Experience with high net-worth individuals
Pay range and compensation package
$130K - $180K
Salary : $140,000 - $170,000