Remote Senior Tax Manager - HNW/UHNW Client Focus

Leoforce; San Francisco (CA); Remote; USD 160,000 - 230,000; Full time

Benefits offered by this job

Remote work

Work-life balance

Premium benefits package

Job summary

Leoforce is seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth and ultra-high-net-worth individuals and families. The role emphasizes client relationships, sophisticated tax planning, and problem-solving in a flexible, career-friendly environment.

Ideal candidates have 8+ years of public accounting tax experience, strong knowledge of individual and business taxation, and CPA preferred.

Qualifications

• Minimum 8+ years of public accounting tax experience.
• Experience serving high-net-worth and ultra-high-net-worth individuals and families.
• CPA preferred; knowledge of trusts, estates, private foundations or sophisticated investment structures is valued.

Responsibilities

• Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses.
• Provide tax planning and compliance services across a sophisticated client base.
• Review complex federal and state individual and business tax returns.
• Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters.
• Work with clients and internal teams to identify and implement tax-saving strategies.
• Oversee and mentor Tax Seniors, Staff and other team members.
• Manage engagement timelines, budgets and deliverables.
• Develop and maintain strong, long-term client relationships.
• Collaborate with Partners on complex client matters and strategic tax planning.
• Research and resolve complex federal and state tax issues.
• Assist with IRS and state examinations as needed

Skills

Tax planning

Client communication

Tax research

Analytical thinking

Problem solving

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Job description

Leoforce is seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth and ultra-high-net-worth individuals and families. The role emphasizes client relationships, sophisticated tax planning, and problem-solving in a flexible, career-friendly environment.

Ideal candidates have 8+ years of public accounting tax experience, strong knowledge of individual and business taxation, and CPA preferred.