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REMOTE Tax Manager - Family Wealth Group (Estate/Trust/Gift)

Company: Jobot
Location: San Antonio
Posted on: January 15, 2022

Job Description:

REMOTE! Tax Manager for Family Wealth Group (Estate/Trust/Gift) Needed!

This Jobot Job is hosted by Austin Liddiard

Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

A Bit About Us

Based in San Jose, we are a Top 100 Accounting and Management Consulting Firm with offices all over the West Region! We have held both titles of Best Places To Work and Best CPA Firms to Work for by Accounting Today. We are looking to add rock star CPA licensed Tax Seniors & Tax Managers to our team! We are a company who values our employees happiness. We provide the tools you need to succeed in all areas in your life! The culture of our revolutionary firm is supportive, exciting and well balanced. We provide the challenging work of a CPA firm, with the luxurious perks and schedule flexibility of a private company! We are positive people who like to work hard and have fun! We are looking for A-Players who want to have wildly successful careers, while also enjoying thriving, active and happy personal lives!

Why join us?

Do you want a clear path to partner?
Competitive Compensation!
401K w/matching!
Stock Options!
Best Benefits in the Industry!
Accelerated Partner Track!
Work/Home Balance!
Flexible Spending Account!
Luxurious PTO!
Positive Work Environment!
Continued Education!

Job Details

Demonstrated leadership skills and a strong desire to work as a key part of a Family Wealth team in furthering its goals and objectives. Opportunity for rapid advancement to principal (owner) for the right candidate
Proficient with complex individual income tax, fiduciary income tax, private foundation and estate and gift tax issues. Experience in estate administration and estate/trust compliance is strongly desired
Experience interacting regularly with clients' investment advisors, attorneys and family-office personnel.
Bachelor's degree, Masters in Tax preferred
5+ years prior CPA firm experience (tax) with expertise in HNW Individuals, Trusts, Estate/Gift
CPA license
Outstanding written and oral communication skills
Experience with ProSystem Tax preferred, but not required

Apply or contact Austin Liddiard directly!

949-946-4938 (text capable)

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, San Antonio , REMOTE Tax Manager - Family Wealth Group (Estate/Trust/Gift), Executive , San Antonio, Texas

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