Tax Senior Manager
Addison Group
San Mateo Metro
6d ago

Job Title : Tax Senior Manager

Location : Menlo Park, CA

Internal Job ID : 466259

Responsibilities :

  • Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)
  • Provide detailed focus on projects, and alert the Principal / Client Service Director of technical tax issues that may arise;
  • Prepare and provide details for discussion and resolution

  • Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
  • Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues
  • Develop into role of primary point of contact for existing client team assignments.
  • Support management of existing client revenue through review of works in progress and preparation of billings for special projects / consulting services provided to the client
  • Continue to develop 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 and discuss impact of technical tax matters within the tax group, and communicate to client’s tax changes, implications and potential impact to their financial strategies and goals.
  • Apply functional, product, and industry skills to client engagements and strive to enhance knowledge through direct guidance from the Principal and Client Service Director
  • Manage all tax deliverables : gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns
  • Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
  • Qualifications :

  • Bachelor's degree in business or related field preferred, Master's a plus; CPA
  • 5-8 yrs exp fiduciary tax issues, investments, consulting or compliance in an accounting, in financial & estate planning
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