Senior Manager Tax Advisory

Socha Capital; United States; Remote; USD 200,000; Full time

Benefits offered by this job

Unlimited PTO

Health insurance reimbursement

401(k) support

Professional development resources

Job summary

A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates should have at least 7 years of experience, preferably from a Big 4 or National Firm, and a CPA is highly valued. This position emphasizes strategic tax advisory over compliance work, providing a unique opportunity for impactful client engagement.

Qualifications

• 7-12+ years of progressive tax advisory experience.
• Experience in public accounting, family office, or private client services.
• Deep knowledge in tax planning for UHNW clients.

Responsibilities

• Lead sophisticated tax planning for various entities.
• Advise on liquidity events and multi-jurisdictional tax issues.
• Mentor junior team members and contribute to framework evolution.

Skills

Strong leadership

High analytical skills

Effective communication

Project management

Education

CPA preferred

JD/LLM (Tax)

Job description

No Busy Season | No Billables | 100% Remote

Compensation

Base + Uncapped Performance Bonus (OTE $200k+)

Fully Remote (U.S.)

This Is Not a Traditional Tax Role

This is not a compliance or compliance-plus position.

This is a senior-level tax advisory role focused on advanced planning, complex structuring, and high-stakes decision support for UHNW founders, multi-entity family enterprises, and sophisticated private clients — without busy season, billable-hour pressure, or audit work.

This role is designed for experienced Big 4 / National Firm Tax Managers and Senior Managers ready to move beyond utilization metrics into true advisory work with autonomy, impact, and ownership.

Why This Role Is Exceptional

Unlike traditional public accounting roles, you will:

• Focus on strategic tax planning, not high-volume compliance
• Work on complex, intellectually challenging engagements year-round
• Operate in a high-trust environment without billable quotas or business development pressure
• Serve as a primary advisor on meaningful client decisions, not just execution support

Why You’ll Love Working Here

We know top tax professionals want more than a title — they want balance, growth, and meaningful work.

• 100% remote team
• Unlimited PTO supported by a culture of trust and accountability
• No business development required with no cap on total compensation
• Fast-growing firm where senior leaders help shape the practice
• Direct access to UHNW founders and operators on complex planning matters
• Deep, sophisticated planning across multi-entity structures and advanced tax scenarios
• High-performance culture built on autonomy, collaboration, and professional respect — not micromanagement or utilization targets

What You’ll Do

Advanced Tax Strategy & Advisory

• Lead sophisticated tax planning for UHNW individuals, family enterprises, partnerships, corporations, and trusts
• Advise on liquidity events, business exits, reorganizations, M&A activity, and multi-jurisdictional tax considerations
• Design and implement creative strategies across income tax, partnership tax, estate and gift planning, and wealth transfer

Client Engagement & Leadership

• Serve as a trusted advisor to founders, executives, CPAs, and legal counsel
• Conduct complex tax research and translate findings into clear, actionable recommendations
• Own engagements end-to-end, including scoping, modeling, execution, and client delivery
• Mentor and develop junior team members and contribute to internal tax framework evolution
• Collaborate with internal planning teams and external advisors to deliver integrated client solutions

Who This Role Is For

• You enjoy complex tax planning and structuring more than repetitive compliance work
• You want senior-level client exposure without selling, billing targets, or busy season
• You are comfortable operating as a trusted advisor on high-stakes decisions
• You value autonomy, accountability, and working with other high-caliber professionals

This Role Is Not For

• Professionals seeking a traditional compliance-heavy or audit-adjacent role
• Candidates who prefer highly structured, hierarchical environments
• Anyone looking for a standard public accounting career path

Who You Are

Core Qualifications

• 7–12+ years of progressive tax advisory experience in public accounting, family office, private client services, or advanced tax advisory environments
• Strong preference for candidates with Big 4 or National Firm Manager or Senior Manager experience
• CPA strongly preferred; JD/LLM (Tax), EA, CFP® also valued
• Deep experience with flow-through entities, C corporations, trusts, estate and gift planning, and UHNW clients

Skills & Attributes

• Highly analytical, organized, and confident communicator
• Able to translate complex tax concepts into actionable client strategies
• Strong leadership, coaching, and project management capabilities

What We Offer

• Uncapped performance-based compensation
• Fully remote work environment
• Unlimited PTO and flexible schedule
• Health insurance reimbursement, 401(k) support, and professional development resources

Professional Growth

• High-trust, high-autonomy environment with meaningful client responsibility
• Opportunity to help shape the firm’s tax advisory capabilities and long-term growth