Tax Manager
Vaco LLC
San Diego, CA
Title: Tax Manager
Company: Public Accounting
Compensation: $140,000 to $160,000 base plus bonus
Location: San Diego, CA - Hybrid
Overview
Our client, a well established public accounting firm, is hiring a Tax Manager to support its private client practice serving high net worth individuals and families. This role combines advanced tax planning, client advisory, and team leadership with a focus on income, trust, estate, and wealth transfer strategies. The position offers the opportunity to build long term client relationships while growing within a collaborative, people focused environment that values professional development, internal career mobility, and work life balance, supported by competitive compensation and a comprehensive benefits package.
Core Responsibilities
• Lead preparation and review of complex tax filings across individual, trust, estate, partnership, corporate, and nonprofit entities
• Evaluate personal, trust, and estate structures to identify planning opportunities and reduce tax exposure
• Advise clients on wealth transfer, estate flow, liquidity planning, and business succession strategies
• Review estate planning and legal documents to support tax and succession objectives
• Research and resolve technical tax matters related to individual, trust, and estate compliance and planning
• Oversee staff work to ensure accuracy, quality, and timely delivery
• Coach and develop tax professionals through ongoing mentorship and technical guidance
• Act as a primary client contact, proactively identifying value added solutions
• Support practice growth through referrals, proposal support, and participation in professional networking
Qualifications
• Bachelor’s degree in Accounting or related field
• Active CPA, EA, or JD required
• 5+ years of public accounting experience with a focus on individual, fiduciary, and estate taxation
• Strong knowledge of federal tax regulations impacting high net worth individuals and families
• Experience with pass through entities and private foundations preferred
• Strong written and verbal communication skills
• Interest in client development and long term relationship building
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
HR@vaco.com
.Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.