Tax Senior - Personal Financial Services (high net worth individuals) - San Francisco

Our Personal Financial Services (PFS) professionals are supported by nationally sponsored, world-class technology and tools and a consistent process to deliver high-quality output. Our professionals provide services in the following areas: individual financial planning for high-net-worth individuals and executive groups; individual and fiduciary income tax planning and compliance for our clients.

We currently have an excellent career opportunity for a Personal Financial Services Senior. Using cutting-edge technology and working with team-oriented colleagues, the successful candidate will participate in and supervise multiple and challenging financial counseling engagements that serve our clients' overall financial needs, as well as secure and analyze client data used in tax planning and the preparation and/or review of tax compliance products. This position offers excellent opportunities for learning and career advancement to the right candidate.

Responsibilities

Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Develop and deliver timely and high-quality services and work products.

Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth.

Research complex tax issues and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients.

Analyze data and prepare workpapers based on professional standards. Process data and convert it to a client-ready product.

Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development.

Leverage technology to continually maximize productivity. Determine the accuracy and completeness of the product by performing quality assurance procedures.

Contribute to a flexible, stable, and team-oriented working culture that fosters development.

Participate in recruiting efforts when necessary.

Perform other related duties, as required.