Senior Tax Manager - HNW/UHWN

The firm has built a particularly strong reputation serving high-net-worth and ultra-high-net-worth individuals and families, closely held businesses, private equity, venture capital, real estate and other alternative investment clients. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

REMOTE | Sophisticated HNW/UHNW Clients | Exceptional Work-Life Balance | Collaborative, People-First Culture

This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $160,000 - $230,000 per year

A bit about us:

Our client is a highly respected, full-service public accounting and advisory firm with offices across California, Nevada and New York, serving sophisticated clients throughout the U.S. and internationally.

The firm has built a particularly strong reputation serving high-net-worth and ultra-high-net-worth individuals and families, closely held businesses, private equity, venture capital, real estate and other alternative investment clients. Its services span tax, audit & attest, family office, estate and gift tax, business advisory and other specialized accounting services.

This is an entrepreneurial, relationship-driven environment where professionals work closely with experienced Partners and sophisticated clients rather than operating within a large-firm, highly siloed structure.

If you are a Tax Manager with client facing skills, then please read on….

Why join us?

This is an opportunity to join a firm that takes both technical excellence and quality of life seriously.

100% Remote opportunity with the flexibility and autonomy that comes with a trusted, experienced team
Exceptional work-life balance compared to traditional public accounting environments
40 hours or less during non-busy season
Busy season is focused, but the heaviest workload is concentrated around the two weeks leading into filing deadlines
Collaborative, supportive culture where Partners and Managers are accessible and invested in their people
Sophisticated HNW/UHNW clientele that keeps the work technically interesting without the bureaucracy of a large national firm
Strong opportunity to build relationships with clients and take meaningful ownership of engagements
Premium benefits package including medical, dental and vision insurance, 401(k)/profit sharing, PTO and paid holidays
Continuing education, professional dues and license renewals supported by the firm
Mentorship, leadership development and opportunities for continued career growth

The firm believes in “People First. Excellence Always.” and has intentionally built an environment designed to provide the technical challenge of a larger firm with the personal attention, flexibility and culture of a smaller organization.

Job Details

We are seeking a Senior Tax Manager with strong experience serving high-net-worth and ultra-high-net-worth individuals and families.

This is an excellent opportunity for an experienced tax professional who enjoys complex tax work, client relationships and problem-solving, but is looking for a firm where career growth does not have to come at the expense of personal life.

The Senior Tax Manager will:

Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses
Provide tax planning and compliance services across a sophisticated client base
Review complex federal and state individual and business tax returns
Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters
Work with clients and internal teams to identify and implement tax-saving strategies
Oversee and mentor Tax Seniors, Staff and other team members
Manage engagement timelines, budgets and deliverables
Develop and maintain strong, long-term client relationships
Collaborate with Partners on complex client matters and strategic tax planning
Research and resolve complex federal and state tax issues
Assist with IRS and state examinations as needed
What We're Looking For
Bachelor's degree in Accounting, Finance or a related field
8+ years of public accounting tax experience
Significant experience working with HNW/UHNW individuals and families
Strong knowledge of individual and business taxation
Experience with complex, multi-state tax matters
Strong tax research, analytical and problem-solving skills
Excellent client communication and relationship-management abilities
CPA preferred
Experience with trusts, estates, private foundations, closely held businesses or sophisticated investment structures is highly valued
Ability to work independently while collaborating effectively with Partners and team members

If you're looking for sophisticated tax work without sacrificing your quality of life, this is an opportunity worth exploring.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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