Tax Manager - High Net worth
GTN Technical Staffing
Solana Beach, CA
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JOB DETAILS
LOCATION
Solana Beach, CA
POSTED
30+ days ago
Tax Manager - High Net Worth
HIGHLIGHTS
Location: Solana Beach, CA, US (Onsite or Hybrid)
Position Type: Direct Hire
Hourly / Salary: BOE
Residency Status: US Citizen or Green Card Holder ONLY
Overview
If you are energized by the strategic side of taxation as much as the technical execution, this Tax Manager –High-Net-Worth role offers the opportunity to deliver sophisticated tax advisory and wealth transition planning services. You will partner with high-net-worth individuals, families, and their advisors to navigate complex individual income tax, fiduciary tax, gift tax, and estate tax matters, while providing leadership within a collaborative public accounting environment.
This role blends advanced tax compliance, estate and trust planning, client relationship management, and team leadership, with meaningful exposure to multi-generational wealth strategies and business succession planning.
Key Responsibilities
Your work will combine technical expertise, advisory strategy, and leadership oversight, including:
Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, partnerships, corporations, and nonprofit organizations
Oversee fiduciary income tax (Form 1041), individual income tax (Form 1040), estate tax (Form 706), and gift tax (Form 709) engagements
Evaluate tax positions across individuals, trusts, and estates to identify tax planning opportunities, income distribution strategies, and estate preservation solutions
Lead full-cycle tax compliance and tax planning engagements, ensuring adherence to IRS regulations and quality control standards
Interpret estate planning documents, trust agreements, and succession planning instruments to align tax strategies with legal structures
Conduct and document technical tax research on complex trust, estate, and wealth transfer issues
Collaborate with attorneys, financial advisors, and internal teams on business succession planning, cash flow modeling, charitable giving strategies, and private foundation compliance
Provide proactive client advisory services, delivering clear guidance on wealth transfer, risk mitigation, and tax efficiency
Review workpapers, mentor staff, and support performance development to strengthen technical competency and engagement management skills
Contribute to business development initiatives, including proposal development, client relationship expansion, industry research, and professional networking
Bachelor’s degree in Accounting
Active CPA license required;JD or Enrolled Agent (EA) certification also considered
5+ years of public accounting experience with a focus on high-net-worth tax compliance and estate planning
Strong technical foundation in tax accounting principles, IRS regulations, fiduciary taxation, and wealth transfer tax law
Demonstrated experience with individual income tax, estate and gift tax, trust taxation, and flow-through entity taxation
Exposure to private foundations and nonprofit tax compliance preferred
Ability to manage complex engagements with strong analytical skills, attention to detail, and risk assessment capability
Excellent written and verbal communication skills, with the ability to translate complex tax concepts into practical client guidance
Proven ability to build long-term client relationships and contribute to firm growth initiatives
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About the Company
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