Senior Tax Manager - Family Office

Leoforce; Solana Beach (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Excellent culture

Strong local reputation

Independence

Great Benefits

Job summary

Leoforce is seeking a Senior Tax Manager for our Family Office practice in California. You will lead tax compliance and strategic planning for high-net-worth individuals, trusts, and estates, guiding clients through complex wealth-management decisions.

The role offers ongoing partnership-path potential as leadership transitions occur, a collaborative culture, and robust benefits. You will coordinate with external advisors to deliver proactive tax solutions across multi-generational families.

Qualifications

• Expert in federal and state tax returns for high-net-worth individuals.
• Strong experience in gift, estate, and wealth-transfer taxation.
• Proven ability to provide strategic tax planning and advisory services.

Responsibilities

• Lead tax compliance and planning for high-net-worth families and trusts.
• Advise on income tax, gift, estate, and wealth-transfer strategies.
• Coordinate with external advisors to ensure aligned planning.
• Review complex federal and state returns for accuracy and risk.
• Provide proactive planning around liquidity events and investments.
• Oversee junior staff and coordinate work with outside firms.
• Move from busy seasons to a relationship-driven, strategic environment.
• Enjoy long-term stability and work-life balance with high-impact planning.

Skills

Tax planning

Federal & state tax

Estate & gift tax

High-net-worth clients

Job description

Senior Tax Manager - Family Office

Job Description

Experience: Manager

Salary: $180,000 - $220,000 per year

Job Details

Our team is seeking a seasoned Senior Tax Manager to join our Family Office team. This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus. The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals. The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.

Responsibilities

• Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities
• Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies
• Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution
• Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management
• Provide proactive tax planning around liquidity events, investments, and generational transitions
• Oversee and mentor junior tax staff or coordinate work performed by outside firms
• Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment
• Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices

A bit about us:

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We are seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including a multi-generational family office. This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.

We're a reputable team with a legacy for taking care of our employees. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations. Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.

Why join us?

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• Excellent culture
• Strong local reputation
• Independence
• Great Benefits

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