Senior Tax Manager for High-Net-Worth Clientele

Advantex Professional Services; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Advantex Professional Services in Irvine seeks a Senior Manager of Tax to oversee planning and compliance for high-net-worth clients. You will lead tax strategies across diverse businesses and coordinate with clients to optimize tax outcomes.

The role requires a proven tax compliance track record, strong Excel/Office skills, and CPA-credentialed qualifications are highly preferred. This is a client-facing senior position in a boutique firm environment.

Qualifications

• Track record of successes in life and at work.
• Tax compliance work (tax returns and schedules) using commercial tax software.
• Strong skills in Excel and MS Office.
• Accounting degree and CPA preferred.

Responsibilities

• Oversee tax planning and compliance for high-net-worth clients.
• Prepare tax returns and schedules using tax software and review work of the team.

Skills

Tax compliance

Excel

Office suite

Education

Accounting degree (BA/BS)

CPA preferred

Tools

Lacerte

CCH

Protax

Job description

Advantex Professional Services in Irvine seeks a Senior Manager of Tax to oversee planning and compliance for high-net-worth clients. You will lead tax strategies across diverse businesses and coordinate with clients to optimize tax outcomes.

The role requires a proven tax compliance track record, strong Excel/Office skills, and CPA-credentialed qualifications are highly preferred. This is a client-facing senior position in a boutique firm environment.