Senior Tax Manager

Tax Alchemy; Irvine (CA); Remote; USD 145,000 - 170,000; Full time

Benefits offered by this job

Fully remote work

Medical, dental, vision, life and Vol.

401(k) with company match

Unlimited paid vacation

Paid sick days

Paid holidays

Continuing education support

Team-building events

Job summary

Tax Alchemy is seeking a seasoned Senior Tax Manager to lead our tax advisory practice remotely. You will own complex returns for high-net-worth clients, manage internal and offshore teams, and act as the department's technical resource reporting to the Director and President.

You will oversee planning, compliance, and multi-entity filings while driving workflow improvements and client service excellence. CPA/EA and 8+ years of tax experience are expected.

Qualifications

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, incl. 3+ years in a management/supervisory role
• Experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor's degree in Accounting, Finance, Taxation or related field
• Proven experience coordinating with offshore teams
• Strong knowledge of individual, trust and business tax planning strategies
• Willingness to travel occasionally

Responsibilities

• Serve as the primary technical advisor to high-net-worth individuals and their entities
• Review and manage complex returns with pass-throughs, trusts, multistate filings
• Oversee gift and estate tax filings and coordinate with attorneys and wealth managers
• Provide proactive tax planning and projections to minimize liability
• Directly manage and mentor internal tax professionals
• Oversee offshore workflow, performance and training
• Prepare and file complex returns for clients and review state/federal returns
• Review workpapers for accuracy and compliance
• Act as technical liaison between clients, tax authorities and internal teams
• Improve workflows and implement automation to enhance efficiency
• Lead training sessions on new workflows and software
• Foster collaboration between internal and offshore teams
• Support holistic client service with other departments

Skills

Leadership

Coaching

Mentoring

Strategic advisory

Communication

Problem-solving

Attention to detail

Travel flexibility

Education

Bachelor's degree in Accounting, Finance, Taxation or related field

Master's degree in Taxation

Tools

UltraTax

G-Suite

CRM platforms

Job description

Senior Tax Manager

Department: Tax Advisory

Employment Type: Full Time

Location: Remote

Compensation: $145,000 - $170,000 / year

Description

We're looking for a seasoned, strategic Senior Tax Manager to help lead our tax practice. You'll be a hands-on leader and a trusted advisor to our high-net-worth clients, owning complex returns from preparation and review through filing. You'll manage our internal and offshore preparation teams, act as the department's top technical resource, and build workflows that improve productivity and accuracy. The role has one or more Tax Preparers as direct reports, works with our offshore team, and reports to the Director and President.

Key Responsibilities

• Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals

• Directly manage and mentor a team of internal tax preparation professionals
• Oversee the workflow, performance and training of offshore tax preparation teams
• Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams

• Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
• Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
• Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
• Serve as the final point of review and as the team's technical resource on complex tax issues
• Manage tax audits, inquiries and correspondence with tax authorities

• Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy
• Use technology and automation to improve the compliance process, from document collection to final filing
• Create training materials and lead sessions so the whole team is proficient in new workflows and software

• Act as technical liaison between clients, tax authorities and internal teams
• Work with other departments so clients get holistic, coordinated service

Skills, Knowledge and Expertise

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
• Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor's degree in Accounting, Finance, Taxation or a related field
• Proven experience managing or coordinating with offshore teams
• Strong knowledge of individual, trust and business tax planning strategies
• Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
• Ability to travel occasionally if needed

• Master's degree in Taxation
• Experience in accounting, financial advisory and/or consulting services

• Exceptional leadership, coaching and mentoring skills
• Superior written and verbal communication
• Strong analytical, problem-solving and critical-thinking skills
• Strong organization and meticulous attention to detail
• Proven ability to manage multiple priorities and meet strict deadlines under pressure
• Excellent relationship management with clients and team members
• High ethical standards, with honesty and integrity

Benefits

• Fully remote work
• Medical, dental, vision, life and voluntary life insurance
• 401(k) with company match
• Unlimited Paid vacation
• Paid Sick Days
• Paid holidays
• Continuing education support
• Team-building events