Tax Manager – Private Client Services

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career in an entrepreneurial environmen . 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.

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career in an entrepreneurial environmen

This Jobot Job is hosted by: Brad Trombly
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $100,000 - $135,000 per year

A bit about us:

A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service, professional development, and long-term career growth.

Why join us?

Competitive compensation package ranging from $100,000-$135,000
Discretionary performance bonus
Hybrid work schedule with flexibility
Medical, dental, and vision coverage
401(k) plan and profit-sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Basic Life, AD&D, and voluntary life insurance
Inclusive parental leave benefits
Generous PTO and paid firm holidays
Employee wellness and assistance programs
Training, certification, and professional development opportunities
Recognition and rewards programs
Community involvement and volunteer programs
Strong mentorship and leadership development opportunities

Job Details

Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
Provide innovative tax planning, consulting, and compliance services.
Develop and maintain strong client relationships while acting as a trusted business partner.
Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
Advise investment-focused clients, including hedge fund and private equity professionals.
Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
Interpret and analyze hedge fund and investment partnership K-1 reporting.
Conduct tax research and provide recommendations on complex technical tax matters.
Review tax returns, workpapers, and deliverables prepared by staff.
Train, mentor, supervise, and evaluate tax professionals.
Stay current on federal and state legislative and tax policy changes.
Participate in client development and business growth initiatives.
Collaborate closely with firm leadership to deliver exceptional client service.

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

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