Remote Senior Tax Manager - High-Net-Worth Lead

Tax Alchemy; Irvine (CA); Remote; USD 145,000 - 170,000; Full time

Benefits offered by this job

Fully remote work

Medical, dental, vision, life and Vol.

401(k) with company match

Unlimited paid vacation

Paid sick days

Paid holidays

Continuing education support

Team-building events

Job summary

Tax Alchemy is seeking a seasoned Senior Tax Manager to lead our tax advisory practice remotely. You will own complex returns for high-net-worth clients, manage internal and offshore teams, and act as the department's technical resource reporting to the Director and President.

You will oversee planning, compliance, and multi-entity filings while driving workflow improvements and client service excellence. CPA/EA and 8+ years of tax experience are expected.

Qualifications

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, incl. 3+ years in a management/supervisory role
• Experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor's degree in Accounting, Finance, Taxation or related field
• Proven experience coordinating with offshore teams
• Strong knowledge of individual, trust and business tax planning strategies
• Willingness to travel occasionally

Responsibilities

• Serve as the primary technical advisor to high-net-worth individuals and their entities
• Review and manage complex returns with pass-throughs, trusts, multistate filings
• Oversee gift and estate tax filings and coordinate with attorneys and wealth managers
• Provide proactive tax planning and projections to minimize liability
• Directly manage and mentor internal tax professionals
• Oversee offshore workflow, performance and training
• Prepare and file complex returns for clients and review state/federal returns
• Review workpapers for accuracy and compliance
• Act as technical liaison between clients, tax authorities and internal teams
• Improve workflows and implement automation to enhance efficiency
• Lead training sessions on new workflows and software
• Foster collaboration between internal and offshore teams
• Support holistic client service with other departments

Skills

Leadership

Coaching

Mentoring

Strategic advisory

Communication

Problem-solving

Attention to detail

Travel flexibility

Education

Bachelor's degree in Accounting, Finance, Taxation or related field

Master's degree in Taxation

Tools

UltraTax

G-Suite

CRM platforms

Job description

Tax Alchemy is seeking a seasoned Senior Tax Manager to lead our tax advisory practice remotely. You will own complex returns for high-net-worth clients, manage internal and offshore teams, and act as the department's technical resource reporting to the Director and President.

You will oversee planning, compliance, and multi-entity filings while driving workflow improvements and client service excellence. CPA/EA and 8+ years of tax experience are expected.