Senior Tax Manager for Ultra-High-Net-Worth Clients

Jobot; San Francisco (CA); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

Highly Competitive Base Salary

Extremely Competitive Benefits Package

Accelerated Career Growth

Job summary

Jobot is seeking a Senior Tax Manager in California with 7+ years of public accounting experience and a CA CPA license. You will work with ultra-high-net-worth clients, oversee complex tax compliance, and provide strategic advisory services.

The role is hybrid with 3 days onsite weekly in San Francisco/San Jose, CA, with remote options for CA candidates. Excellent mentorship and firm growth opportunities are offered.

Qualifications

• 7+ years of public accounting experience
• Active California CPA license required
• Bachelor's or master's degree with emphasis in accounting or taxation
• Proven experience training and mentoring staff
• Someone who enjoys developing others and takes pride in quality work

Responsibilities

• Reviewing complex returns and managing compliance, planning, projection, and advisory projects
• Anticipating and identifying client tax issues and delivering strategic, consultative solutions
• Corresponding directly with clients and managing overall project delivery
• Mentoring and developing junior team members — knowledge transfer is highly valued here
• Partnering with Directors and Partners on business development and strategic planning
• Identifying process improvements to drive quality and efficiency

Skills

Public accounting

Mentoring staff

Client relationship management

Tax planning

Education

Bachelor's or Master's in Accounting or Taxation

Job description

Jobot is seeking a Senior Tax Manager in California with 7+ years of public accounting experience and a CA CPA license. You will work with ultra-high-net-worth clients, oversee complex tax compliance, and provide strategic advisory services.

The role is hybrid with 3 days onsite weekly in San Francisco/San Jose, CA, with remote options for CA candidates. Excellent mentorship and firm growth opportunities are offered.