Senior Tax Advisor for High-Net-Worth Clients

Vaco by Highspring; San Diego (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonus

Medical, dental, and vision benefits

401(k) retirement plan

Job summary

Vaco by Highspring is seeking an experienced tax professional for a boutique CPA firm in San Diego. You will handle tax compliance and strategic advisory for business owners and high-net-worth individuals, managing engagements from planning through filing.

You will build client relationships, research complex tax matters, and mentor junior staff while helping the practice grow through proactive planning and process improvements.

Qualifications

• Active CPA license required.
• 8+ years of public accounting tax experience.
• Experience with individual, partnership, S-corporation, and corporate tax returns.
• Strong knowledge of complex tax matters and multi-state filings.
• Ability to independently manage client relationships and engagements.
• Excellent communication and problem-solving skills.

Responsibilities

• Manage a portfolio of individual and business tax clients from planning through filing.
• Prepare and review federal and multi-state tax returns.
• Advise clients on tax planning, business transactions, and wealth preservation strategies.
• Research technical tax matters and develop practical solutions.
• Identify tax planning opportunities and provide proactive recommendations.
• Build and maintain strong client relationships through consultative service.
• Support process improvements, technology initiatives, and operational efficiencies.
• Mentor and develop junior team members.

Skills

CPA license

Public accounting tax

Tax returns (individual, partnership,S

Complex tax matters

Client relationships

Communication & problem-solving

Job description

Vaco by Highspring is seeking an experienced tax professional for a boutique CPA firm in San Diego. You will handle tax compliance and strategic advisory for business owners and high-net-worth individuals, managing engagements from planning through filing.

You will build client relationships, research complex tax matters, and mentor junior staff while helping the practice grow through proactive planning and process improvements.