Manager / Senior Manager - Tax Services
Company: ASPIRIANT LLC
Location: Irvine
Posted on: May 13, 2022
Job Description:
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for an accommodation or an alternative application process. Full
Time Austin, TX, US 30+ days ago Requisition ID: 1088
- Review an interesting variety of complex returns for wealthy
clients and their personal holdings, which includes review of
personal, partnership, corporate, trust, foundation, and gift tax
returns, related tax work papers, and financials
- Review quarterly estimates and projections
- Handle tax audits and resolve tax notices, working with other
tax staff
- Perform tax planning and research
- Work with tax staff to plan the engagements to ensure all
returns and related tax matters are timely delivered and resolved.
This entails interacting with wealth managers, clients, and the
client service team to ascertain data needed for tax preparation
and planning
- Help train and mentor tax staff assigned on the engagement
- Assist with ad hoc projects
- Potential work remotely or partially remotely
- Ability to manage multiple engagements and competing priorities
in a rapidly growing, fast-paced environment
- Excellent reading and writing skills
- Exceptional client service and communication skills with a
demonstrated ability to develop and maintain outstanding client
relationships
- Five to seven years of progressive tax compliance and/or tax
consulting experience, particularly in public accounting, family
office, or wealth management -
- Team player attitude, willingness to help others and to mentor
staff, and comfortable working in a team environment
- Good organization skills, attention to details, and
reliable
- Strong computer skills, including proficiency in Microsoft
Excel and Word
- Previous tax return review experience
- Occasional travel and ability to work extended hours during
busy seasonYou have-
- Bachelor's degree in Accounting
- CPA - Required
- Master Business Taxation - a plusWe offer-
- Pathway to Partnership Opportunity
- 401(k) with company match
- Individual and cash profit sharing bonuses
- Competitive company contribution to medical benefits
- Summer 'Give Back to the Community' outings -
- Continuing education assistance programWe are-ASPIRIANT IS A
leading independent wealth management firm. -We recognize, respect
and value the contributions of each employee, and we strive to
cultivate a work environment that strikes an agreeable balance
between our professional and personal lives.Our core values guide
us to seek out a broad range of perspectives, talent, and
backgrounds to achieve our mission; one where all staff contribute
to and share our success. Aspiriant is committed to diversity, and
as an equal opportunity employer, we are committed to employment
practices that ensure that employees and applicants for employment
are provided with equal opportunities without regard to race,
color, national origin, ancestry, sex, age, religion, physical or
mental disability, medical condition, veteran status, marital
status, pregnancy, sexual orientation, gender identity, genetic
information or any other factor that is not related to the
position.To ApplyGo to www.aspiriant.com , select 'careers' link in
the footer, and search for open positions in Los Angeles or Irvine.
From there attach a cover letter and resume for consideration. We
look forward to hearing from you!Aspiriant is an Equal Opportunity
Employer and follows the guidelines for any applicable Fair Chance
Ordinances.Aspiriant is a Registered Investment Adviser, subject to
SEC regulation, and requires all employees (and at times, family
members) to disclose securities holding and transactions. There are
also restrictions on trading certain securities. Candidates are
encouraged to request further information regarding these
policies.
Keywords: ASPIRIANT LLC, Irvine , Manager / Senior Manager - Tax Services, Executive , Irvine, California
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