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Tax Manager

Company: EP Wealth Advisors
Location: San Diego
Posted on: September 24, 2022

Job Description:

EP Wealth Advisors Admin, LLC ("EPWA") is a wealth management advisory firm with over $15 Billion in AUM as of December 31, 2021, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our office in San Diego, CA is hiring for a Tax Manager.
As a member of the EPWA Financial Planning team, The tax manager is responsible for developing and managing tax services provided to clients such as federal and state tax preparation, tax projections and analysis. This position involves client facing activities providing comprehensive tax services to existing clients, developing new business, and assisting our advisors and financial planning team with strategic tax planning. This position will also develop comprehensive financial plans for clients with assets $1mm+.
Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Duties and Responsibilities

  • Prepare, review and sign-off on federal and state tax returns for individuals and trusts
  • Assure compliance with federal and state tax laws and regulations
  • Conduct research and planning to resolve client issues according to applicable tax laws and regulations
  • Communicate directly with clients involving income tax matters, tax research, and compliance with minimal guidance
  • Respond to notices from tax authorities
  • Assist Director in the training and management of senior and staff accountants.
  • Oversee the assignment of a population of clients with your assigned preparer and work together proactively on the relationship
  • Complete assigned projects in a timely manner and keep supervisors apprised of job status
  • Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address tax services objectives.
  • Manage coordination and integration of tax services, analysis, and department projects.
  • Prepare tax projections and use financial planning tools in wealth planning engagements.
  • Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.
  • Publicly represent the tax department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.
  • Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm's business development and client retention objectives.
  • Assist the financial planning department as needed
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Other duties as assigned


    • Working knowledge of tax preparation; preferably 5+ years of experience as well as considerable knowledge of partnership, corporate, and individual taxation
    • Licensed: Certified Public Accountant or Enrolled Agent
    • Proficient with Windows and Microsoft Office
    • Demonstrated knowledge with CRM software
    • Excellent written and oral communication skills
    • Experience and willingness to participate in public speaking events, prospect meetings
    • Extremely detail oriented, exceptional follow through, reliable
    • Ability to maintain positive attitude, self-motivated, ethically sound judgement
    • Excellent client relations and communication skills
    • Strong interpersonal skills, ability to work well with all levels of the firm
    • Ability to work independently and exercise discretion without direct and immediate supervision

      What We Offer
      We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

      • 11 Paid Holidays
      • 3 weeks (PTO)
      • Paid Volunteer Time
      • Flexible Work Schedule
      • Highly subsidized Health, Dental, and Vision Plans
      • 401k Retirement Account with company match contributions
      • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
      • Flexible Spending Accounts and Health Savings Accounts
      • Employee Financial Education
      • Employee Educational Expense Reimbursement
      • Employee Charitable Donations
      • Employee Referral Incentives
      • Employee Team Building Activities
      • Employee Assistance Program
      • Complimentary Food and Snacks

Keywords: EP Wealth Advisors, San Diego , Tax Manager, Executive , San Diego, California

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