Job Description

Overview

The Tax Manager/CPA will be responsible for internal auditing, taxes and accounting for owner entities and C-level management.

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Duties

• Audit individual accounts on a random or scheduled basis.
• Work with executives and CEO on personal matters.
• Responsible for preparing personal banking/financial functions for personal tax, other business entities and preparing financial statements in collaboration with company CPA.
• Manages personal financial circumstances and provides sound financial recommendations based on analyzed current economic and world news in partnership with the financial advisor.
• Ensures compliance and nimble in tax and estate planning, trust, and foundation management.
• Real estate transactions and accounting.
• Perform bookkeeping tasks and maintain accurate financial records.
• Utilize extensive experience in tax planning to identify opportunities for minimizing tax liabilities and maximizing deductions.
• Conduct thorough reviews of financial statements, records, and reports to ensure accuracy and compliance with accounting principles.
• Collaborate with internal and external stakeholders to analyze financial data and provide valuable insights and recommendations.
• Stay up to date with changes in tax laws and regulations to ensure adherence and implement necessary updates.
• Assist in resolving any tax-related issues or discrepancies that may arise.
• Managing of property companies housing large investments

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Qualifications

• Minimum 10 years of private banking experience catering to high- and ultra-high net-worth individuals.
• Bachelor's degree in accounting or similar preferred
• CPA
• Excellent knowledge of accounting principles, tax regulations, and compliance requirements.
• Ability to work independently and as part of a team.
• Ability to explain complex accounting data in a simple way.
• Ability to analyze complex systems.
• Problem-solving skills
• Verbal and written communication skills
• Knowledge of accounting and financial software
• Excellent attention to detail
• Previous auditing and tax experience
• High degree of confidentiality

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Snapshot

• Employee Type:Full-Time
• Location:San Diego, CA
• Job Type:Accounting
• Experience:8-10 years
• Education:4 Year Degree
• Date Posted:9/6/2024
• Contact: Cole Cameron (858) 964-0844
• Pay Range: $140,000.00 - $190,000.00 Annually

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