Senior Tax Manager - Family Office

Jobot; Solana Beach (CA); Presencial; USD 180.000 - 220.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Excellent culture

Strong local reputation

Independence

Great Benefits

Descripción de la vacante

Jobot in Solana Beach, CA, seeks a seasoned Senior Tax Manager for our Family Office team. This role leads tax compliance, planning for high-net-worth individuals, trusts, estates, and related entities, with a focus on gifting and wealth-transfer strategies.

You will mentor junior staff, coordinate with external advisors, and position the firm for long-term partnership as leaders retire.

Join a reputable advisory firm known for technical depth, relationship-driven service, and strong benefits.

Formación

• Experience in federal and state tax compliance and planning for individuals, trusts, estates, and related entities.
• Strong background in gift, trust, and estate taxation.
• Ability to provide strategic tax planning advice to high net worth clientele.

Responsabilidades

• 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.

Conocimientos

Tax planning

High net worth clients

Tax compliance

Leadership

Descripción del empleo

Job details

Acquire existing book of business - partner track!

This Jobot Job is hosted by: Albert Simons

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

A bit about us

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?

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

Job description

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

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy