Frank, Rimerman + Co. LLP

Tax Manager, Ultra High Net Worth Individual - Bay Area CA or Remote

Job Locations US-CA-San Jose | US-CA-San Francisco | US-Remote
ID
2023-1373
Category
Audit / Tax
Type
Regular Full-Time
Job Post Information* : External Company Name
Frank Rimerman and Co LLP
Min
USD $130,000.00/Yr.
Max
USD $175,000.00/Yr.

Overview

Join the Frank, Rimerman family - consistently recognized as a top firm by organizations such as Firsthand (formerly Vault), SF Business Times/Silicon Valley Business Journal, and Inside Public Accounting!

 

We look forward to meeting driven, passionate and collaborative individuals to join our established and growing tax practice. We are seeking Tax Managers with 5+ years of high-net-worth individual tax experience in public accounting. Experience with estate planning implementation via trusts is a strong plus for our larger individual clients. CPA licensure is required.

 

Tax Managers work closely with our Senior Managers, Directors and Partners to provide innovative tax solutions for our sophisticated client base. We service a wide range of clients influenced by Silicon Valley, with our largest practice groups serving influential individuals in pre-IPO and public companies, along with those running trade and investment partnerships across a variety of industries.

 

Primary responsibilities include reviewing complex returns as well as planning, projection and compliance projects. You will be responsible for providing thoughtful feedback to preparers and initial reviewers, corresponding with clients, and managing overall projects. Mentoring team members and transferring knowledge to those learning under you is highly valued by the Firm. 

 

This position can be based out of our San Francisco, Palo Alto or San Jose office, or remotely. We also have satellite offices in Portland, San Diego and Sacramento that offer smaller coworking environments. For those able to access an office, we support hybrid work schedules that blend in-office and working from home. Remote employees will be invited to join us in the Bay Area, California throughout the year for meetings and special events.

 

Responsibilities

  • Review returns and other tax projects related to compliance, advisory, planning, research and consulting 
  • Anticipate and identify client tax issues and concerns, providing consultative and strategic solutions 
  • Mentor, train and superve associates and senior associates
  • Work with leadership to formulate strategic business and tax planning recommendations
  • Identify ways to improve processes with a focus on providing the highest quality client service
  • Participate in the recruitment of new staff

Qualifications

  • Minimum of five years of public accounting experience serving complex ultra-high net worth individuals
  • CPA licensed
  • Bachelor's and/or master’s degree with an emphasis in accounting/taxation
  • Experience training and mentoring staff
  • Passionate professional who understands the value of developing others

 

The salary range for this position is $130,000 - $175,000. This pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location. 

 

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Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

 

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