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Manager - Tax Services

Los Angeles, CA 90025

Aspiriant

Contact Person
Maureen Gaare

What we are looking for –

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients.  This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates.  This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.  Occasional travel and periodic after-hours work will be required. 

You will –

  • Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
  • Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
  • Supervise, evaluate and mentor members of the department
  • Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
  • Perform other professional and administrative duties as assigned

We are looking for –

  • Bachelor’s degree in accounting, finance, or business
  • CPA, Master’s in Taxation, LLM in Taxations, or JD
  • Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Previous tax return review experience
  • Team Player attitude
  • Strong leadership, recruiting, training and mentoring skills
  • Good organization skills
  • Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
  • Ability to work additional hours as needed and travel to various client sites

We offer –

  • Collaborative fun environment
  • Commuter benefit up to $265 monthly
  • Generous 401(k) match 
  • Individual and cash profit sharing bonuses
  • Generous company contribution to medical benefits
  • Summer ‘Give Back to the Community’ outings
  • Catered weekly lunch and healthy snacks
  • Fully paid company retreats

We are –

Aspiriant - THE LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in Los Angeles. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer, and is in compliance with San Francisco’s “Fair Chance Ordinance” (FCO).

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.  There are also restrictions on trading certain securities.  Candidates are encouraged to request further information regarding these policies.

Contact

Contact Person Maureen Gaare

Ad Number 00003382