Senior Tax Manager - CPA, Senior Tax Manager, Prep

Provide tax planning and advisory services for HNW, UHNW, and ultra-HNW clients, including structuring for estates, trusts, succession planning, and tax-efficient entity selection (C-Corp, S-Corp, partnerships, PCs). Lead preparation, review, and filing of federal, state, and local tax returns, including Forms 1040, 1120, 1120S, and partnership returns for high net worth individuals, families, trusts, estates, and corporate clients.

Senior Tax Manager

Senior Tax Manager

Position Overview
We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for high net worth individuals (HNW/UHNW) and businesses. The role combines technical tax expertisecovering individual and corporate returns, partnerships, trusts, and estateswith client-facing responsibilities and business development. The Senior Tax Manager will oversee tax provision and compliance work, mentor staff, review complex tax engagements, and help grow the private client and corporate services practice.

Key Responsibilities

• Lead preparation, review, and filing of federal, state, and local tax returns, including Forms 1040, 1120, 1120S, and partnership returns for high net worth individuals, families, trusts, estates, and corporate clients.
• Manage and review tax provisions and compliance deliverables for corporate and individual clients, ensuring accuracy, completeness, and timeliness.
• Provide tax planning and advisory services for HNW, UHNW, and ultra-HNW clients, including structuring for estates, trusts, succession planning, and tax-efficient entity selection (C-Corp, S-Corp, partnerships, PCs).
• Oversee complex engagements involving trusts, estates, private client services, and cross-entity tax issues; coordinate with wealth advisors, legal counsel, and other service providers.
• Supervise, mentor, and develop senior staff and tax preparers; manage workflow, performance reviews, and professional development.
• Execute technical tax research on complex federal, state, and international issues; document conclusions and provide clear client recommendations.
• Support and lead business development initiatives: build client relationships, participate in proposals, and contribute to practice growth strategies for private client and corporate services.
• Coordinate tax accounting for provisions, assist with financial statement tax disclosures, and liaise with audit teams and CFOs on tax-related matters.
• Ensure compliance with professional standards, internal policies, and regulatory requirements; maintain quality control over deliverables.
• Manage client engagements from planning through delivery, including project timelines, budgets, and client communications.

Qualifications

• Certified Public Accountant (CPA) required.
• Minimum 610 years of progressive tax experience, including experience in public accounting or a large private firm managing high net worth and business clients.
• Demonstrated experience as a Senior Tax Manager or similar role, including preparing and reviewing 1040, 1120, 1120S, and partnership returns.
• Deep knowledge of tax compliance, tax provision, and planning for individuals, trusts, estates, partnerships, and corporate entities (C-Corp, S-Corp, PCs).
• Proven experience serving high net worth (HNW), ultra-high net worth (UHNW/UHNWI) clients and familiarity with private client services frameworks.
• Strong technical research and writing skills; ability to interpret tax law and provide practical client advice.
• Client development and relationship management skills; track record of contributing to business development and winning client engagements.
• Experience supervising and mentoring staff, managing multiple engagements, and meeting deadlines in a fast-paced environment.
• Advanced degree (LLM in Tax or comparable advanced tax credential) preferred but not required.
• Excellent communication skills, both written and verbal, and strong project management and organizational abilities.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 10/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$170000 - $225000 USD per year

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