California Licensed Tax Manager
California Licensed Tax Manager
virtual vocationsDenver, CO
7 days ago
Accountants and AuditorsTreasurers and ControllersTax Examiners and Collectors, and Revenue Agents
Offices of Certified Public AccountantsOther Accounting ServicesTax Preparation Services
Apply for this role →To support high net worth clients, the full-time California Licensed Tax Manager will provide estate planning and tax consulting services, manage client relationships, and conduct technical research, with the flexibility to work remotely or in a hybrid environment.
Key responsibilities:
Advise on estate planning processes and create tax-efficient plans based on cash flow projections and business succession
Interpret legal documents related to estate and business succession planning while providing tax planning services
Manage client relationships and assist in business development and marketing efforts
Required qualifications:
Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
4-8 years of experience in tax planning and estate planning within public accounting or law firms
Proven ability to lead large estate/gift/GST tax planning engagements
Excellent communication skills, both verbal and written, for client interactions and presentations
Experience in business development and networking
Also on the board Same function, level within a rung
Level
Lead
Location
Denver, CO
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
7 days ago