Unknown Company
san mateo, ca • Posted 6 days ago
Onsite Full Time General

Tax Advisor/Manager - Wealth ManagementWe are seeking a knowledgeable and detail-oriented Tax Advisor/Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have a strong background in tax and accounting, with the ability to navigate complex tax regulations and provide strategic advice to optimize tax positions.Key ResponsibilitiesReview and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnershipsConduct tax research and analysis to ensure compliance with current tax lawsProvide clients with tax planning strategies to minimize liabilitiesAssist in resolving tax disputes and representing clients before tax authoritiesStay up-to-date with changes in tax legislation and implications for clientsDevelop and maintain client relationships, providing exceptional service and supportQualificationsBachelor's degree in Accounting or related field5+ years of public accounting experienceCPA or JD requiredMaster in Taxation preferredStrong knowledge of tax regulations and complianceProven experience in tax preparation and planningExcellent analytical and problem-solving skillsEffective communication and interpersonal skillsFor this position you must be currently authorized to work in the United States. We do not sponsor for this position.

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