Gerber Kawasaki is one of the fastest growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Director of Tax to be the Internal expert responsible for managing the entire tax department. We are seeking an experienced, detail-oriented professional with strong analytical skills and the ability to deal effectively with clients and management. This a unique opportunity for the right candidate to grow, joining our diverse, well-established and growing company.
This role is 100% in office 5 days/week, 8am-5pm; However please note that hours will change during tax season based on the needs and demands of the tax department.
Salary: $200K+, DOE
What we need:
• Bachelor’s Degree in Accounting or equivalent field – Masters in Taxation preferred
• 8+ years of progressive accounting experience
• 3+ years with supervisory experience, mentoring and counseling associates
• CPA certification
• Excellent written and verbal communication skills
• Ability to apply critical thinking in daily tasks and research projects
• Ability to multi-task and stay organized
• Ability to review tax returns: Individuals, S-Corps, C-Corps, Partnerships, Trusts and Estate
• Exceptional work ethic and integrity
• Financial services experience is highly preferred
Responsibilities Include:
• Prepare tax projections
• Maintain a working relationship with selected clients
• Perform compliance review and tax return signoff
• Handle client consultations on planning opportunities and changes in tax law
• Working on proposals and assisting in developing new business
• Meeting prospective clients and developing relationships with new and existing clients
• Expanding services to existing clients
• Supervising engagements and special projects undertaken by the firm
• Overseeing all aspects of the client engagement
• Supervising, training and evaluating advanced level staff
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
• Assist Partners on research, projects, planning
• Distinguish a personal reputation for excellence inside and outside the firm
Gerber Kawasaki offers a competitive compensation and benefits package that includes:
• Medical, dental, vision
• 401(k) retirement plan
• Flexible Spending and Health Savings Account
• Paid Holidays, vacation and sick time
At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.
This role is 100% in office 5 days/week, 8am-5pm; However please note that hours will change during tax season based on the needs and demands of the tax department.
Salary: $200K+, DOE
What we need:
• Bachelor’s Degree in Accounting or equivalent field – Masters in Taxation preferred
• 8+ years of progressive accounting experience
• 3+ years with supervisory experience, mentoring and counseling associates
• CPA certification
• Excellent written and verbal communication skills
• Ability to apply critical thinking in daily tasks and research projects
• Ability to multi-task and stay organized
• Ability to review tax returns: Individuals, S-Corps, C-Corps, Partnerships, Trusts and Estate
• Exceptional work ethic and integrity
• Financial services experience is highly preferred
Responsibilities Include:
• Prepare tax projections
• Maintain a working relationship with selected clients
• Perform compliance review and tax return signoff
• Handle client consultations on planning opportunities and changes in tax law
• Working on proposals and assisting in developing new business
• Meeting prospective clients and developing relationships with new and existing clients
• Expanding services to existing clients
• Supervising engagements and special projects undertaken by the firm
• Overseeing all aspects of the client engagement
• Supervising, training and evaluating advanced level staff
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
• Assist Partners on research, projects, planning
• Distinguish a personal reputation for excellence inside and outside the firm
Gerber Kawasaki offers a competitive compensation and benefits package that includes:
• Medical, dental, vision
• 401(k) retirement plan
• Flexible Spending and Health Savings Account
• Paid Holidays, vacation and sick time
At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.