
High Net Worth (HNW) Tax Supervising Senior
Role description
From the employerGHJ is looking for a High Net Worth Tax Supervising Senior
WHY we get up in the morning
At GHJ we help our people and clients pursue their passions, build thriving
businesses, and create a better future.
WHAT we believe
We believe that collaboration is the foundation for success. We work as a
business advocate for our clients – providing personalized service and building
long-term relationships to help position our clients for the future.
HOW we succeed
We are deeply committed to our core values of Bright Minds, Brave Hearts and
Bold Actions and incorporate them into every aspect of our business. By living
these values, we are able to meet our strategic objectives of Remaining Fiercely
Independent (financial success), Meeting client demands/needs (client success),
Reinforcing and expanding cultural distinction (people success).
Summary of Role
- At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of
- whom have post-graduate degrees in tax, law or business and have previously
- worked with “Big Four” accounting firms. Our dedicated tax team is specifically
- trained in dealing with complex tax issues for privately held businesses,
- including federal, state and local tax strategies, tax credit maximization,
- estate planning and international matters. We work with our clients to find
- appropriate solutions to maximize tax benefits and savings, providing
- sophisticated advice tailored for each client. We also provide our clients with
- the added bonus of having access to tax and industry resources that highlight
- emerging trends and inspire thoughtful discussions amongst peers and industry
- leaders through our events, blogs and publications. Our team prides itself on
- its ability to understand the strategic vision of our clients and work toward
- common goals while maintaining the proper level of independence. We see
- ourselves as more than just tax accountants; we want to be true advisors and
- collaborators with our clients. This position is a unique opportunity with
- tremendous growth potential for the right candidate. We are developing a high
- net worth (HNW) practice to address the needs of current and future clientele
- with strategic wealth preservation and planning opportunities. This position
- would be ideal for a candidate that wants to directly impact the growth of a
- specialized niche within an existing tax practice.
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You will be responsible for
- Preparing and/or reviewing gift, estate, and fiduciary/trust returns, and
coordinating with clients' outside advisors (attorneys, financial advisors,
trustees) on wealth transfer and succession planning matters.
- Possessing technical knowledge of Forms 1040, 1041, 1120, 1120S, and 1065,
with exposure to gift and estate tax filings (Forms 709 and 706) a plus.
- Organizing and coordinating clients' tax data for the accurate, timely
completion of tax returns with additional supervisory responsibilities.
- Establishing and maintaining prompt, professional and courteous relationships
with clients.
- Performing detail reviews of tax returns prepared by Seniors and Associates.
- Utilizing tax law and conducting research to answer to clients' questions.
- Communicating with Managers and Partners to ensure timely delivery of
engagements.
- Participating in the recruiting and mentorship programs at the Firm.
- Supervising Senior and Associate accountants to ensure that all engagements
are completed on time.
- Preparing tax returns of increased complexity.
- Maintaining a solid understanding of current tax law and income/estate tax
concepts.
- Preparing and reviewing estimated taxes for individuals and closely held
entities.
- Having familiarity with the Passthrough Entity Tax deduction.
- Responding to tax notices of any sort, including initial drafts of any
required letters.
- Performing tax research projects of varying complexity.
- Possessing the ability to review trial balances and make adjusting entries in
order to prepare tax returns.
- Working with confidential client matters and adhering to client
confidentiality agreements.
- Performing other duties as may be assigned.
What we need from you
- Excellent oral and written communication skills.
- Strong interpersonal skills, including proven experience liaising with
clients.
- Self-starter with the ability to work independently and use good judgment.
What skills & experience you’ll bring to us
- Bachelor’s degree in Accounting, Business, or related equivalent, as well as
CPA certification
- At least four (4) years experience preparing tax returns.
- At least three (3) years experience using computerized tax preparation, tax
planning, and tax research software.
- Ability to operate a computer, calculator and other general office equipment.
- Ability to prepare complex and specialized tax returns.
- Ability to conduct special projects as well as tax research.
- Ability to supervise and train tax staff.
- Familiarity with all types of filing forms.
- Tax Compliance of entities and multi-state tax returns.
- Experience in high net worth individual tax returns and/or complex business
returns strongly preferred.
- Experience with tax research and preparation software (Bloomberg Tax Planner,
CCH Axcess, SurePrep a plus)
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Seven decades, overriding focus: our people and our clients.
GHJ was founded in 1953, making us one of the oldest independent firms in the
Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles
Business Journal’s Book of Lists, the firm has 24 partners and approximately 200
staff members that serve over 3,000 clients. Our firm is a member of the
American Institute of Certified Public Accountants (AICPA), the AICPA
Governmental Audit Quality Center (GAQC), Public Company Accounting Oversight
Board (PCAOB), the California Society of CPAs and the California Association of
Nonprofits (CAN). Collaboration and maintaining strong relationships are the
cornerstones of our success.
We are also an independent member of HLB International, a worldwide organization
of over 250 member professional accounting firms and business advisors. This
affiliation gives us access to the subject matter experts of other member firms
and provides consulting and professional services in over 158 countries through
its nearly 800 offices worldwide.
GHJ complies with all local/state regulations in regards to displaying salary
ranges. The disclosed range estimate has not been adjusted for the applicable
geographic differential associated with the location at which the position may
be filled. Any offered salary is determined based on internal equity, internal
salary ranges, market data, ranges, applicant's skills and prior relevant
experience, certain degrees and certifications (e.g. JD, technology), for
example. At GHJ, it is not typical for an individual to be hired at or near the
top of the range for their role and compensation decisions are dependent on the
facts and circumstances of each case. A reasonable estimate of the current range
is: $115,000 - $127,000.
Equal Employment Opportunity
GHJ is an equal opportunity employer. In accordance with applicable law, we
prohibit discrimination against any applicant or employee based on any
legally-recognized basis, including, but not limited to: race, color, religion,
sex (including pregnancy, lactation, childbirth or related medical conditions),
sexual orientation, gender identity, age (40 and over), national origin or
ancestry, citizenship status, physical or mental disability, genetic information
(including testing and characteristics), veteran status, uniformed service
member status or any other status protected by federal, state or local law. Our
commitment to equal opportunity employment applies to all persons involved in
our operations and prohibits unlawful discrimination by any employee, including
Department Heads and co-workers.
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