High Net Worth (HNW) Tax Managing Director

GHJ•San Jose, CA

9d•$192,900 - $347,100•Hybrid

About The Position

GHJ is seeking an accomplished High Net Worth (HNW) Tax professional with deep experience in serving high net worth individuals and their related entities. This position reports to the Tax Department Practice Leader. The Tax HNW Managing Director will be responsible for leading client engagements requiring individual, trust and gift tax expertise. The ideal candidate will have advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills. Administrative, leadership, and business development responsibilities are also key elements for this position.

Requirements

10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research.
Prior leadership of client engagements and supervisory experience of managers and staff.
Required exposure to Forms 1040 (Individual return), 1041 (trust return), 1065 (partnership/LLC return), 1120S (S corporation return), and 709 (gift return).
Excellent oral & written communication skills.
Self-starter with the ability to work independently and use good judgment.
Strong interpersonal skills
Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients.
Willingness to lead firm or tax department initiatives and be seen as a leader in the tax department.

Nice To Haves

Experience with forms 5227 (Split Interest Trust Information return) and 706 (Estate return) would be a plus.

Responsibilities

Managing the preparation and review of individual, trust and gift tax returns for high net worth individuals and their families;
Performing technical tax review and approval of all tax returns of any complexity;
Participating in client meetings and tax planning efforts for a variety of clients;
Acting as a resource for tax preparers/specialists on specific tax issues and/or questions;
Communicating to the appropriate firm personnel important tax and tax developments affecting the firm's clients;
Managing governmental tax examinations; may represent the client before the appropriate taxing authorities;
Supervising tax staff and providing on-the-job training;
Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs;
Maintaining a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate;
Participating in firm's practice development efforts through involvement with referral sources, community and industry activities.

Benefits

flexible, entrepreneurial environment
investment in people and technology
partnering with clients locally and globally to deliver innovative solutions
GHJ works side by side with business leaders and nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting solutions that drive real results.
Headquartered in Los Angeles with offices in Buffalo, Denver, Orange County and San Jose and backed by our own dispersed workforce, GHJ meets clients where they are to help leaders achieve their strategic goals.
deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions
measures success by the strength of our relationships, the quality of our impact and the integrity of our actions.
independence allows us to make strategic choices to innovate, invest and evolve with purpose.
values operational excellence, financial discipline and the courage to prioritize sustainability over size.
national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence.
combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals.
nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit.
top-ranking firm in the U.S. and member of HLB International.
global network, GHJ offers seamless access to resources in over 150 countries while remaining fiercely focused on client success.
equal opportunity employer
prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law.