Apercen Partners LLC

  • Tax Senior Manager

    Job Locations US-CA-Pasadena | US-NY-New York | US-OR-Portland | US-IL-Chicago | US-CA-Folsom | US-CA-San Francisco | US-CA-Palo Alto
    Posted Date 2 months ago(11/26/2018 9:27 PM)
    Job ID
    2018-1055
    Department
    Tax
  • Overview

    Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families.  Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries.  Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization. 

     

    While tax is the core of what we do at Apercen, our clients consider us trusted advisors for all financial aspects of their personal and professional lives. Our platinum-level client service model has allowed us to harvest deep rooted relationships with our clients and their other trusted advisors. Apercen continues to grow, and we are seeking individuals who can advise clients as well as manage, grow and develop their own teams of professionals. 

     

    As a tax senior manager, you will be taking the lead on engagements and serve as a point of contact for our clients. You will manage engagement teams, direct work-flow and provide in depth compliance and consulting services to clients. Senior managers work closely with the partner group to provide tax planning, entity structuring and multifaceted solutions to help clients achieve their goals.  Apercen Partners is a platform for individuals with a passion for tax and client service, who want to perform at the highest stage. 

    Responsibilities

    • Lead teams in the planning, execution, and delivery of tax compliance and consulting projects for high net worth individuals
    • Advise clients on the income tax implications and wealth transfer strategies surrounding business/investment ownership, complex capital transactions and strategic planning structures
    • Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice
    • Review and file individual, flow-through entity, fiduciary and gift tax returns for high net worth clients
    • Collaborate with leadership on the development and implementation of best practices
    • Train, motivate, and develop staff, senior, and manager level tax professionals
    • Work closely with other client advisors to provide comprehensive solutions specific to client needs

    Qualifications

    • 8+ years of individual high net worth tax experience in a public accounting firm or law firm
    • CPA or J.D./LL.M.
    • Bachelor’s degree from an accredited college/university
    • Experience building and managing client relationships
    • Experience with equity compensation (stock options, restricted stock and 10b5-1 plans)
    • Experience with multi-state and foreign income reporting
    • Ability to build and maintain a proactive, professional relationship with clients
    • Strong written and verbal communication/presentation skills (including the ability to breakdown and simplify complex tax issues for presentation to clients)
    • Considerable experience in training and supervising high performing teams
    • Ability to train, develop and coach staff (including providing timely and meaningful written and verbal feedback)
    • Ability to work extended hours during busy times (February-April, August-October)

    Desired:                          

    • J. D., LL.M. in Taxation, and/or Master's in Taxation (MST/MBT) from an accredited college/university
    • Multi-state, foreign income reporting or gift and estate tax experience
    • Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transactions experience
    • Venture Capital, Private Equity and Hedge funds experience
    • Systems: GoSystems, BNA Income Tax Planner, Checkpoint RIA, Microsoft Office (advanced excel capabilities)

     Questions? Contact careers@apercen.com

    *Apercen Partners offers competitive benefits including medical, dental, vision, 401K matching, paid firm holidays, paid time-off and firm-sponsored technology.

     

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