Tax Manager – Family Wealth Group

We Recruit the Best of the Best. Our firm is growing and we hiring a Tax Manager in our Family Wealth Group with solid leadership experience, an upbeat attitude, and a desire to grow and add value to our firm and to our clients.

ASL is one of the largest local CPA firms in the Silicon Valley serving a broad range of industries.  We offer you the resources found in larger firms, with the opportunities and culture of a mid-sized regional firm. We provide our team members with:

  • Best-in-class virtual and in-person training, mentoring, and leadership development programs to support your professional growth at each stage of your career path
  • Comprehensive benefits package including a generous time-off policy, bi-yearly bonus’ and more
  • Flexible hours and the ability to manage your own schedule including working from home (even pre-COVID!)
  • Creative opportunities to contribute and collaborate as well as lead and network to provide best in class services to our clients
  • Employee engagement is important to us! We use different platforms to keep you connected with your peers and co-workers, while working remotely, or in our San Jose office
  • The opportunity to participate in a number of civic associations focused on community causes throughout the year

Principal Responsibilities

  • Manages all aspects of the tax engagement (planning, review of tax returns and accounting, client relationships), demonstrating excellent project management skills
  • Supervises and reviews all related work of tax staff on assigned engagements
  • Demonstrates strong technical skills in individual income tax , estate and trust compliance, and effectively applies tax knowledge to client situations as planning opportunities
  • Builds client relationships through delivery of outstanding client service
  • Provides high quality service and timely delivery, consistently exceeding client expectations
  • Helps develop and guide staff by providing performance feedback and participates in firm wide coaching and mentoring program
  • Participates in and provides leadership within the firm

Qualifications Required to Be Successful In This Position

  • 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

Knowledge and Experience

  • Hands on experience in the calculation and review of quarterly and annual tax compliance for individuals, estates, and trusts
  • Exposure to other business entity types desired but not required
  • Strong accounting skills
  • Ability to prioritize and manage multiple time sensitive projects under pressure
  • Good conceptual, critical thinking, analytical, quantitative skills and the ability to articulate work product
  • Excellent computer/technology skills – Excel & Word are critical, PowerPoint, etc.
  • Effective interpersonal, communication, and presentation skills
  • Self-starter and resourceful
  • Results and process oriented and accountable
  • Problem solver, finisher and highly organized

Sound like a Good Fit?  We Want to Hear from You!

Please consider including a cover letter (so we can learn more about you!) and submit your resume here.

Thank you for taking the time to consider ASL.