Senior Tax Advisor to UHNW Clients

The Agency; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

The Agency in San Francisco seeks an experienced Senior Tax Manager to oversee the full lifecycle of complex tax engagements for an exclusive UHNW client base. You will lead planning, preparation, review, and filing, while advising clients on tailored strategies aligned with their financial goals.

Ideal candidates bring deep technical tax knowledge, strong client relationships, and a track record of mentoring staff, shaping client strategy, and contributing to the firm’s growth and leadership.

Qualifications

• 15-20+ years of progressive tax experience in public accounting or a similar setting.
• Significant experience serving high-net-worth and ultra-high-net-worth clients.
• Proven ability to prepare and review complex individual and entity tax returns.
• Deep understanding of tax planning across a broad range of financial structures.
• CPA license required to practice and provide advisory services.
• Demonstrated leadership, including mentoring and managing teams.
• Excellent communication and interpersonal skills with a client-first mindset.
• Discretion and professionalism in handling sensitive financial matters.

Responsibilities

• Lead and manage the full-cycle tax process, including planning, prep, review, and filing for UHNW individuals and entities.
• Serve as a primary advisor to clients on complex tax matters with proactive strategies.
• Review and sign off on individual, trust, partnership, and closely held entity returns.
• Develop and implement tax-efficient strategies across income, estate, and wealth planning.
• Build and maintain long-term client relationships through consistent communication.
• Supervise, mentor, and develop a team of tax professionals.
• Collaborate with internal teams to deliver integrated accounting, planning, and advisory services.
• Stay current on tax law changes and interpret implications for high-net-worth clients.

Skills

Full-cycle tax management

UHNW client advisory

Team leadership

Tax planning

Client relationship management

Attention to detail

Mentoring staff

Regulatory compliance

Education

CPA license

Job description

The Agency in San Francisco seeks an experienced Senior Tax Manager to oversee the full lifecycle of complex tax engagements for an exclusive UHNW client base. You will lead planning, preparation, review, and filing, while advising clients on tailored strategies aligned with their financial goals.

Ideal candidates bring deep technical tax knowledge, strong client relationships, and a track record of mentoring staff, shaping client strategy, and contributing to the firm’s growth and leadership.