Senior Tax Manager - HNW

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

Top-rated workplace recognition

Job summary

A leading technology-driven accounting firm in Solana Beach is seeking a Senior Tax Manager to join their High-Net-Worth Tax practice. This role involves preparing complex tax returns, evaluating tax strategies, and mentoring team members. With a flexible hybrid schedule and excellent benefits, this position offers an opportunity to impact growing businesses and work with multi-generational family offices. Join a recognized best place to work and advance your career in a dynamic environment.

Qualifications

• 5+ years of experience in tax management or a similar role.
• Strong understanding of tax strategies for individuals, trusts, and estates.
• Ability to evaluate and implement complex tax strategies.

Responsibilities

• Prepare and review complex tax returns for various entity types.
• Evaluate tax strategies to maximize efficiency.
• Lead staff to ensure compliance with standards.
• Develop wealth transition strategies with clients.
• Conduct technical research on tax planning matters.
• Mentor and coach team members.

Skills

Tax planning

Client advisory

Team leadership

Technical research

Job description

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Job details:

• Great Team
• Hybrid schedule
• Top Rated Place to Work!

This Jobot Job is hosted by: Albert Simons

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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?

• Flexible hybrid schedules
• Paid time off!
• Excellent health benefits
• Recognized by 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.

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