Senior Tax Manager

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

We are seeking an experienced Senior Tax Manager to join our client, serving an exclusive client base of ultra-high-net-worth individuals, families, and closely held entities. This role is designed for a seasoned tax professional who thrives in a high-touch, advisory-driven environment and is capable of overseeing the full lifecycle of complex tax engagements.

The ideal candidate brings deep technical expertise, strong client relationship skills, and the ability to lead sophisticated tax planning and compliance efforts with minimal oversight. This individual will play a critical role in shaping client strategy, mentoring staff, and contributing to the long-term growth and leadership of the firm.

Key Responsibilities

• Lead and manage the full-cycle tax process, including planning, preparation, review, and filing for ultra-high-net-worth individuals and their related entities


• Serve as a primary advisor to clients on complex tax matters, providing proactive, tailored strategies aligned with their financial goals


• Review and sign off on individual, trust, partnership, and closely held business tax returns with a high degree of accuracy and attention to detail


• Develop and implement tax-efficient strategies across income, estate, and wealth preservation considerations


• Build and maintain strong, long-term client relationships through consistent communication and trusted advisory


• Supervise, mentor, and develop a team of tax professionals, fostering technical excellence and professional growth


• Collaborate with internal teams to deliver integrated solutions across accounting, planning, and advisory services


• Stay current on tax law changes and interpret their implications for high-net-worth clients

Qualifications

• 15-20+ years of progressive tax experience, with a strong foundation in public accounting


• Significant experience working with high-net-worth and ultra-high-net-worth clients


• Proven expertise in preparing and reviewing complex individual and entity tax returns


• Deep understanding of tax planning strategies across a broad range of financial structures


• CPA license required


• Demonstrated leadership experience, including managing teams and client engagements


• Exceptional communication and interpersonal skills, with a client-first mindset


• High level of discretion and professionalism when handling sensitive financial matters

Preferred Attributes

• Experience advising multi-generational families and privately held businesses


• Strong organizational and project management skills, with the ability to manage multiple high-priority engagements


• A proactive, solutions-oriented approach to client service


• Interest in contributing to firm strategy, growth initiatives, and long-term leadership

What We Offer

• Competitive compensation and a high-quality, open-door workplace culture


• A collaborative, high-caliber team environment


• Direct access to a sophisticated and loyal client base


• Opportunities for long-term professional growth and increased leadership responsibility


• A culture that values excellence, integrity, and personalized client service

This is a unique opportunity for a senior tax professional seeking to deepen client relationships, expand their advisory impact, and play a meaningful role in a premier accounting firm serving some of the most interesting clients in the market.