Senior Tax Manager, High Net Worth – Flexible Hybrid & PTO

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

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.