Hybrid Private Wealth Tax Manager — Client Strategy

Ledger Executive Search; San Francisco (CA); Hybrid; USD 180,000 - 260,000; Full time

Job summary

A large consulting firm based in San Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has over 5 years of public accounting experience, preferably in investment management. You will also contribute to compliance projects and help build client relationships in a hybrid work model. This role offers opportunities for professional growth in a dynamic environment.

Qualifications

• 5+ years of public accounting experience, with at least 3 in investment management.
• Ability to perform responsibilities in a hybrid work model.
• Licensed CPA in state of practice or other relevant accreditation.

Responsibilities

• Perform high-level reviews of tax research and returns.
• Lead client meetings on tax planning opportunities.
• Train, mentor, and supervise Tax Consultants and Seniors.

Skills

Strong communication

Interpersonal skills

Organizational skills

Excellent research

Writing skills

Education

Bachelor's degree in accounting, finance, or business-related field

Advanced degree such as MST, MAcc, JD, or LLM

Job description

A large consulting firm based in San Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has over 5 years of public accounting experience, preferably in investment management. You will also contribute to compliance projects and help build client relationships in a hybrid work model. This role offers opportunities for professional growth in a dynamic environment.