Rinvio Recruitment
Sr Tax Manager, High Net Worth & Retail - Public Accounting
Rinvio Recruitment, San Diego, California, United States, 92189
Key Responsibilities
Be a trusted helper for wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning strategies.
Check and approve complex tax returns for individuals, corporations (both C and S types), partnerships, and estates across different states.
Lead and guide a team of tax professionals, helping them with challenges, providing training, and ensuring quality work.
Research complicated tax issues, such as how to set up businesses, manage estates and trusts, and find ways to save on taxes from investments.
Handle IRS and State audits for clients, making sure to respond accurately and quickly to inquiries.
Work with other accounting and advisory teams to provide complete services for clients, including bookkeeping, business valuations, and financial planning.
Look for opportunities to help clients save money on taxes and identify any risks, using up-to-date knowledge of federal and California tax laws.
Build strong relationships with clients by communicating regularly, holding yearly planning meetings, and quickly responding to their questions.
Help the firm grow by working on client proposals and supporting business development efforts.
Qualifications
Must have a CPA designation (active and valid in California).
At least 7 years of experience in public accounting, especially working with wealthy individuals and small businesses on taxes.
Ability to manage complicated tax situations with little supervision.
Strong knowledge of federal and state tax laws, especially for businesses and high‑income individuals.
Experience using tax software like Lacerte, UltraTax, or similar programs.
Good leadership, project management, and communication skills.
Ability to build trust and keep client information private in a busy, client‑focused environment.
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Be a trusted helper for wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning strategies.
Check and approve complex tax returns for individuals, corporations (both C and S types), partnerships, and estates across different states.
Lead and guide a team of tax professionals, helping them with challenges, providing training, and ensuring quality work.
Research complicated tax issues, such as how to set up businesses, manage estates and trusts, and find ways to save on taxes from investments.
Handle IRS and State audits for clients, making sure to respond accurately and quickly to inquiries.
Work with other accounting and advisory teams to provide complete services for clients, including bookkeeping, business valuations, and financial planning.
Look for opportunities to help clients save money on taxes and identify any risks, using up-to-date knowledge of federal and California tax laws.
Build strong relationships with clients by communicating regularly, holding yearly planning meetings, and quickly responding to their questions.
Help the firm grow by working on client proposals and supporting business development efforts.
Qualifications
Must have a CPA designation (active and valid in California).
At least 7 years of experience in public accounting, especially working with wealthy individuals and small businesses on taxes.
Ability to manage complicated tax situations with little supervision.
Strong knowledge of federal and state tax laws, especially for businesses and high‑income individuals.
Experience using tax software like Lacerte, UltraTax, or similar programs.
Good leadership, project management, and communication skills.
Ability to build trust and keep client information private in a busy, client‑focused environment.
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