Senior Tax Accountant

Cerity Partners•Irvine, CA

About The Position

This role is for someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting, and finds organizing financial data a passion. The position is on the wealth management team and involves preparing and reviewing tax returns, providing tax advisory services, and managing client relationships.

Requirements

Extensive knowledge of income tax planning, financial planning and financial administration
Bachelor’s degree in Accounting
CPA license preferred
Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory services
5 – 7 years of High-Net-Worth tax experience with CPA firm or wealth management firm
Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high-net-worth individuals
Proficiency with CCH Axcess Tax
Ability to manage professionals, workflow, to multitask and meet deadlines
Excellent oral and written communication skills, strong organizational skills and attention to detail
Professionalism, dependability, integrity and trustworthiness combined with a team mentality
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Masters in Tax a plus
CFP desirable

Responsibilities

Preparation and review of personal and fiduciary income tax returns including multi-state filings
Preparation and review of tax projections for planning and estimated taxes and other tax planning
Respond to tax notices and assist with tax audits
Tax research and special projects
Review of payroll tax returns and other information tax return filings
Provide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements
Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance.
Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
Responsible for developing and maintaining superior client relationships
Interaction with other members of a client’s wealth management team
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
Provide comprehensive tax advisory services to private equity executives on carried interest structures, ensuring compliance with IRC Section 1061 three-year holding period requirements and optimizing the tax treatment of capital versus ordinary allocations.
Navigate complex AMT planning for ISO exercises and multi-state tax allocation issues, ensuring accurate sourcing of equity compensation income across jurisdictions and optimal timing of elections under IRC Section 83(b).