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Full-Time

High Net Worth Tax Managing Director

Confirmed live in the last 24 hours

GHJ

GHJ

501-1,000 employees

Accounting and advisory services for nonprofits

Consulting
Financial Services
Real Estate

Compensation Overview

$200k - $288.5kAnnually

Expert

San Jose, CA, USA

Category
Tax Accounting
Financial Planning
Accounting
Requirements
  • 10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research.
  • Bachelor’s degree in Accounting, Business, or related equivalent.
  • Masters of Science degree in Taxation or a J.D. highly preferred.
  • CPA certification required.
  • Prior leadership of client engagements and supervisory experience of managers and staff.
  • Participation in career development program to improve managerial, communication, and interpersonal skills.
Responsibilities
  • Extensive experience with individual, gift, trust, and estate tax returns (1040s, 709s, 1041s, 5227s, 706s) and informed in partnerships, S Corporations and Corporate tax filings (1065s, 1120S and 1120s).
  • Leads several client engagements as the tax engagement leader. Builds client relationships both with existing and new clients of the firm.
  • Leads client meetings and works with internal teams to develop client planning opportunities.
  • Performs technical tax review and approval of all tax returns for clients of the firm.
  • Communicates effectively across the many functions of the firm regarding client matters.
  • Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
  • Acts as a resource for tax preparers/specialists on specific tax issues and/or questions.
  • Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients, including tax blogs and articles.
  • Manages and leads governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Supervises members of the tax team and provides on-the-job training.
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
  • Possesses a complete knowledge of the firm's philosophy and its positions on tax issues.
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
  • Assists in the client pursuit process (developing proposals, presenting at client pitch meetings, etc.).
  • Proactively continues to grow professional network and attends or participates in specific industry events.
  • Participates in thought leadership applicable to the individual’s functional area.
  • Collaborates with peers in other GHJ departments promoting and identifying potential cross selling opportunities.
  • Takes ownership of billing process for their clients and is actively engaged in the AR collection process.
  • Works to effectively plan engagement including addressing any complex issues in advance of the start of the project.
  • Identifies value-added projects and opportunities for expanded client business.
  • Presence and regular engagement on social media networking platforms (e.g. LinkedIn).
  • May lead a tax department or firm initiative.

GHJ provides accounting and advisory services tailored to nonprofit organizations, food and beverage companies, entertainment and media businesses, and health and wellness sectors. The firm focuses on building strong relationships with clients to support their growth and success. GHJ's services include audit, tax, and advisory work, and they leverage their affiliation with HLB International to connect clients with a global network of accounting professionals in over 158 countries. This extensive network allows GHJ to offer clients access to resources and expertise from top firms worldwide. Unlike many competitors, GHJ emphasizes personalized service and long-term partnerships, which has earned them recognition as a great workplace and a trusted advisor. The company's goal is to help clients thrive and create a better future for their businesses.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1953

Growth & Insights
Headcount

6 month growth

2%

1 year growth

2%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • GHJ's affiliation with HLB International provides employees with opportunities for international collaboration and exposure.
  • The firm's focus on niche sectors allows employees to develop specialized expertise, enhancing career growth and marketability.
  • Recognition as a 'Best Place to Work' and awards for work-life harmony suggest a supportive and balanced work environment.

What critics are saying

  • Specializing in niche sectors may limit GHJ's client base and revenue diversification.
  • Dependence on the HLB International network could pose risks if the affiliation changes or ends.

What makes GHJ unique

  • GHJ specializes in niche sectors like nonprofit, food and beverage, entertainment and media, and health and wellness, unlike many generalist accounting firms.
  • Affiliation with HLB International allows GHJ to offer global reach and resources, setting it apart from smaller, local firms.
  • GHJ's consistent recognition as a 'Best Place to Work' and its focus on employee well-being provide a competitive edge in attracting top talent.