Senior Tax Manager - High Net Worth

Jobot; Solana Beach (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible hybrid schedules

Paid time off

Excellent health benefits

Recognized as a best place to work over 10 times

Job summary

A leading accounting firm located in Solana Beach, California is looking for a Senior Tax Manager to join their team. In this role, you will work closely with high-net-worth clients to prepare complex tax returns and develop wealth transition strategies. The ideal candidate should possess strong technical tax expertise and have experience in client advisory and team leadership. This position offers a hybrid work schedule and excellent health benefits, along with opportunities for career advancement.

Qualifications

• Experience in preparing and reviewing complex tax returns, including individual and corporate filings.
• Strong understanding of tax strategies for individuals, trusts, and estates.
• Proven track record in client management and relationship building.

Responsibilities

• Prepare and review highly complex tax returns, ensuring accuracy and timely completion.
• Evaluate tax strategies across individuals, trusts, and estates to maximize efficiency.
• Lead and review staff work to ensure compliance with firm standards.
• Partner with clients to develop comprehensive wealth transition strategies.
• Mentor and develop team members through ongoing feedback and support.

Skills

Technical tax expertise

Client advisory

Team leadership

Tax strategy evaluation

Mentoring and coaching

Job description

Jobot Job is hosted by: Albert Simons. Are you a fit? Easy Apply now by clicking the \"Easy Apply\" button and sending us your resume. Salary: $120,000 - $160,000 per year.

A bit about us

Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.

As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.

Why join us?

Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.

• Flexible hybrid schedules
• Paid time off!
• Excellent health benefits
• Recognized as a best place to work over 10 times

Job Details

As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include:

• Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
• Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
• Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
• Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
• Reviewing and interpreting legal documents related to estate planning and business succession.
• Conducting technical research on individual, trust, and estate tax compliance and planning matters.
• Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
• Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
• Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.

Interested in hearing more? Easy Apply now by clicking the \"Easy Apply\" button.