ASL has a career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high-net-worth individuals and their families, owners of closely-held businesses, executives, investors and fiduciaries. Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors and professional athletes who are accustomed to responsive, individualized professional service.
- 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.
- 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 area
- CPA license.
- Outstanding written and oral communication skills.
- Experience with ProSystem Tax preferred, but not required.
Abbott, Stringham & Lynch (ASL) is a well-established Silicon Valley CPA firm consistently ranking within the Top 30 public accounting firms in the Bay Area. ASL works with emerging and middle market privately held businesses and high-net-worth individuals. Founded in 1977, ASL offers a wealth of experience in delivering services and specialties. Our staff of 90 works in a positive environment with a focus on work/life balance.
How to Apply
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Thank you for taking the time to consider ASL. We look forward to hearing from you!