Private Wealth Tax Manager — Estate & Gift Strategy

Jobtailor; San Francisco (CA); On-site; USD 125,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior tax professional to provide compliance and consulting services to high-net-worth individuals, multi-generational families, and family offices. You will lead complex returns (individual, trust, estate, gift) and deliver proactive planning for federal estate and charitable strategies.

You will mentor staff, build client relationships, stay current with tax law, and work closely with firm leadership to grow the business.

Qualifications

• 4-year degree required.
• CPA, Law License, or Enrolled Agent required.
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm.
• Two (2) years of supervisory experience, mentoring and counseling associates.
• Experience in Private Wealth/Private Client Services preferred.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities
• Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns
• Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax
• Keep up to date on trends, developments, and technical authorities and apply them to complex situations
• Participate in firm-wide learning and development programs
• Network and build strong internal and external client relationships
• Support the growth and development of team members
• Work side-by-side with firm leadership to serve clients and build the business
• Mentor and coach staff, developing their technical and professional skills

Skills

CPA

Supervisory experience

Client relationship management

Tax compliance

Analytical skills

Education

4-year degree required

Tools

Microsoft Suite

Tax Software

Job description

Jobtailor is seeking a senior tax professional to provide compliance and consulting services to high-net-worth individuals, multi-generational families, and family offices. You will lead complex returns (individual, trust, estate, gift) and deliver proactive planning for federal estate and charitable strategies.

You will mentor staff, build client relationships, stay current with tax law, and work closely with firm leadership to grow the business.