Tax Principal Real Estate Remote SF

Swell Recruit

  • San Francisco, California
  • 28 days ago
  • Remote

    Highlights

    The Tax Principal role is a key position responsible for providing a comprehensive range of tax services to high-net-worth entrepreneurs, businesses, and family groups. This includes individual, partnership, corporate, trusts, estates, and not-for-profit organizations across diverse industries/ or focus on real estate.

    Numbers & Facts

    LocationSan Francisco, California (
    Remote
    )
    Websitehttps://swellrecruit.com/

    Description

    The Tax Principal role is a key position responsible for providing a comprehensive range of tax services to high-net-worth entrepreneurs, businesses, and family groups. This includes individual, partnership, corporate, trusts, estates, and not-for-profit organizations across diverse industries/ or focus on real estate

    Minimum Requirements

    • 6-12 years of recent public accounting experience
    • Bachelor's in Accounting or Master's Degree in Accounting or Tax
    • CPA preferred and/or J.D./LLM in Taxation
    • Strong technical knowledge with a developing area of expertise
    • Business development 

    DutiesEssential duties include, but are not limited to:

    • Managing day-to-day client relationships to ensure positive client satisfaction
    • Seeking opportunities for creativity and innovation in serving clients
    • Effectively supervising staff members
    • Collaborating closely with engagement partners and staff to meet client expectations

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