Gerber Kawasaki is one of the fastest growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Director of Tax to be the Internal expert responsible for managing the entire tax department. We are seeking an experienced, detail-oriented professional with strong analytical skills and the ability to deal effectively with clients and management. This a unique opportunity for the right candidate to grow, joining our diverse, well-established and growing company. We are seeking a skilled Tax Director to join our team. The ideal candidate will have expertise in tax law, asset management, financial statement preparation, and accounting software.

This role is 100% in office 5 days/week, 8am-5pm; However please note that hours will change during tax season based on the needs and demands of the tax department.

Salary: $175-$250K, DOE

What we need:

· Bachelor’s Degree in Accounting or equivalent field – Masters in Taxation preferred

· 8 years of progressive accounting experience

· 3 years with supervisory experience, mentoring and counseling associates

· CPA certification

· Ability to interact with C-Suite professionals, in-house Financial Advisory team and clients

· Excellent written and verbal communication skills

· Ability to apply critical thinking in daily tasks and research projects

· Ability to multi-task and stay organized

· Exceptional work ethic and integrity

· Financial services experience is highly preferred

Responsibilities Include:

· Prepare tax projections

· Maintain a working relationship with selected clients

· Perform compliance review and tax return signoff

· Handle client consultations on planning opportunities and changes in tax law

· Working on proposals and assisting in developing new business

· Meeting prospective clients and developing relationships with new and existing clients

· Expanding services to existing clients

· Supervising engagements and special projects undertaken by the firm

· Overseeing all aspects of the client engagement

· Supervising, training and evaluating advanced level staff

· Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function

· Maintaining knowledge of new tax issues and general business trends that affect the client

· Assist Partners on research, projects, planning

· Distinguish a personal reputation for excellence inside and outside the firm

Gerber Kawasaki offers a competitive compensation and benefits package that includes:

· Medical, dental, vision

· 401(k) retirement plan

· Flexible Spending and Health Savings Account

· Paid Holidays, vacation and sick time

At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.

Job Type: Full-time

Pay: $175,000.00 - $205,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Vision insurance
• Wellness program
• Work from home

Experience level:

• 8 years

Schedule:

• Extended hours
• Monday to Friday
• Weekends as needed

Experience:

• Tax experience: 6 years (Required)

License/Certification:

• CPA (Required)

Ability to Commute:

• Santa Monica, CA 90405 (Required)

Ability to Relocate:

• Santa Monica, CA 90405: Relocate before starting work (Required)

Work Location: In person