Overview In this Tax Manager role, you will lead tax and financial services for high-net-worth clients in the entertainment sector from Beverly Hills. You will work closely with partners and coordinate with tax and audit teams to deliver planning, compliance, and advisory support. You will supervise staff, review documents, and ensure adherence to professional standards. The position offers exposure to complex income and estate tax planning and a strong focus on client service and collaboration.
Responsibilities- Provide accounting, tax preparation, income and estate tax planning, insurance, and real estate transaction services
- Maintain frequent client interaction and work closely with the firm's partners
- Manage client services, including cash-flow projections, budgeting, tax and pension planning, investment analysis, insurance matters, purchases, and contract reviews
- Coordinate with the Tax and Audit departments regarding developments affecting clients
- Analyze complex issues and recommend effective solutions
- Review workpapers and reports prepared by staff
- Prepare engagement letters for partner approval
- Ensure financial statements comply with applicable professional standards
Key requirements- Strong experience in accounting, tax preparation, and income and estate tax planning
- Knowledge of cash management, budgeting, investments, insurance, and real estate transactions
- Experience reviewing financial statements, workpapers, and staff-prepared reports
- Excellent client service, communication, and problem-solving skills
- Ability to work closely with partners and collaborate with tax and audit teams
- Strong organization, attention to detail, and discretion with confidential information
- Excellent client service
- Communication
- Problem-solving
- Tax preparation
- Income and estate tax planning
- Cash management
