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Tax Principal Real Estate Remote SF

Role overview

Qualifications

  • 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

Responsibilities

  • 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

Key facts

  • Remote from: California (USA)
  • Full time
  • Expert & Leadership (>10 years)
  • English

Other skills

  • Supervision
  • Collaboration
  • Creativity
  • Innovation

About the company

Swell Recruit LLC logo

Swell Recruit LLC

Executive Search

Contingency and Retained Executive Search.Partner with us to find the right fit from our network of finance, accounting and fintech executives and clients. Contact us for a confidential search: info@swellrecruit.com

Company details

Company typeSmall startup
IndustryExecutive Search
Company size2 - 10

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Job 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 

Duties Essential 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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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