Tax Manager

🕒 Junho 24

🌵 Arizona, California, +5 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🌺 Hawaii – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🤠 Texas – Remote

💵 $115.000 - $130.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Tributário

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Parallel Advisors, LLC

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2006

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Parallel Advisors, LLC é uma empresa independente de gestão de patrimônio que oferece uma gama abrangente de serviços financeiros, incluindo planejamento financeiro, gestão de investimentos e serviços de consultoria. Estabelecida em 2006, a empresa foca no planejamento financeiro baseado em objetivos, estratégias de proteção de ativos e carteiras fiscalmente eficientes, garantindo um serviço personalizado e um padrão fiduciário para seus clientes. Com mais de US$ 8 bilhões em ativos sob gestão e um compromisso com a excelência e integridade, a Parallel Advisors visa apoiar o bem-estar financeiro de seus clientes ao longo de suas vidas.

Descrição

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities. • Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate. • Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness • Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments. • Perform tax research and recommend solutions to client tax questions as needed. • Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

🎯 Requisitos

• BA/BS in Finance, Accounting, or related field • Active CPA license or IRS Enrolled Agent (CPA preferred) • 7+ years of experience preparing complex tax returns for high-net-worth clients • Experience with professional tax software packages (i.e. Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e. SurePrep) preferred • Experience with QuickBooks Online preferred • Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions • Exceptional analytical skills for solving mathematical problems • Exceptional organizational, communication, and interpersonal skills • Ability to work effectively in a fast-paced and deadline-oriented environment • Capability to manage multiple demands and competing priorities. • Sound judgment regarding confidential and sensitive matters. • CRM experience (Salesforce preferred) a plus.

🏖️ Benefícios

• Benefits including health care, dental, vision, and 401K matching • Opportunity for support of professional development and continuing education requirements and other professional development. • Opportunity for a discretionary, semi-annual incentive award (Eligible for a 15% performance bonus)