Senior Tax Manager

Jobot; Chula Vista (CA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Excellent Benefits

Remote Work

Growth Opportunity

Great Culture

PTO

401K

Job summary

An established industry player is seeking a Senior Tax Manager to enhance their team, focusing on high-net-worth clients and complex tax situations. This role emphasizes strategic planning and compliance, requiring a CPA with extensive experience in individual and entity taxation. You'll thrive in a collaborative environment, providing tailored tax solutions and mentoring junior staff. The position offers hybrid work flexibility after initial onsite onboarding, making it ideal for professionals who value a balanced work environment. Join a firm that prioritizes growth, culture, and excellent benefits while serving a diverse clientele with high standards of service.

Qualifications

• 5+ years of tax compliance and planning experience, preferably with high-net-worth clients.
• CPA license required, with strong multi-state tax knowledge.

Responsibilities

• Review complex individual tax returns for high-net-worth clients with significant assets.
• Provide strategic tax planning and collaborate with internal advisors.

Skills

Tax Compliance

Tax Planning

Communication Skills

Relationship Building

Attention to Detail

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Tools

Tax Preparation Software

Job description

Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team!

This Jobot Job is hosted by Sydney Weaver.

Salary: $130,000 - $160,000 per year

A Bit About Us
A specialized tax and wealth advisory firm supporting high-net-worth entrepreneurs and business owners is looking to add a Senior Tax Manager to its growing team. With clients ranging from multi-state pass-through entities to ultra-high-net-worth individuals with complex financial portfolios, this firm delivers both tax compliance and strategic planning services with a white-glove approach. The ideal candidate brings deep experience in HNW taxation, excels in a review-heavy role, and thrives in a collaborative, low-politics environment. This opportunity is ideal for someone who values relationship-driven work over volume and wants to operate at a high level of technical sophistication across individual and entity taxation. Onsite onboarding in Tempe, AZ is required, with hybrid flexibility after ramp-up—and remote may be an option for exceptional candidates.

Why join us?
Excellent Benefits, Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!

Job Details

Responsibilities

• Review complex individual (1040) tax returns for high-net-worth clients with $5M–$50M+ in assets.
• Oversee multi-state filings for S-Corps, partnerships, and LLCs with entities operating across 5–10 states.
• Coordinate with internal advisors on integrated wealth strategies across real estate, retirement, and business holdings.
• Provide strategic and creative tax planning for closely held businesses, estates, and family structures.
• Prepare and review complex federal, multi-state, and local tax filings for individuals, trusts, and entities.
• Serve as a trusted advisor to HNW individuals and their investments, entities, etc.
• Collaborate across investment, legal, and accounting teams to integrate tax strategies into broader financial plans.
• Monitor tax law developments and proactively identify opportunities or areas of risk.
• Drive process improvements and maintain high standards of accuracy and compliance.
• Mentor junior team members and contribute to internal knowledge sharing.
• Communicate clearly and effectively with clients on tax matters and implications.
• Maintain thorough documentation in line with best practices and regulatory requirements.

Requirements

• Bachelor’s degree in Accounting or related field and at least 5 years of relevant experience.
• 5+ years of experience in tax compliance and planning, preferably with HNW clients or within a family office environment.
• CPA license required.
• Preferred Master’s in Taxation or related.
• Experience reviewing complex tax returns for individuals and multi-state pass-through entities. Strong multi-state tax knowledge (5–10 states preferred).
• Experience with trust, estate, and partnership taxation.
• High level of discretion and professionalism when handling sensitive information.
• Excellent communication and relationship-building skills.
• Excellent written and verbal communication skills.
• Comfortable with onsite presence in Tempe, AZ for the first 90 days; hybrid thereafter (3 days/week).

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.