The Tax Manager II is primarily responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth clients.
Locations (3)
Irvine, California, United States
Newport Beach, California, United States
San Diego, California, United States
Compensation
Base Pay Range: $124,525—$146,500 USD
Responsibilities
Review and sign tax returns for high-net-worth individuals, trusts, and businesses
Create quarterly estimates and projections
Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
Perform tax research
Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
Senior associate responsible for business taxation within the real estate industry, including preparation and review of returns, international tax matters, and real estate debt matters.
Responsibilities
Prepare and review tax returns for real estate funds and REITs
Collaborate with clients and onshore teams to gather necessary information
Address tax service requirements and answer client queries
Tax ManagerNewMercer Advisors · Irvine, US+2 more