Senior Tax Manager - HNW/UHWN

Jobot; San Francisco (CA); Remote; USD 160,000 - 230,000; Full time

Benefits offered by this job

Remote work

Medical Insurance

PTO & Holidays

401(k) / Profit Sharing

Job summary

Jobot is seeking a Senior Tax Manager to serve high-net-worth and ultra-high-net-worth clients from a fully remote setup. You will lead complex tax engagements, provide planning and compliance services, and partner with experienced professionals to deliver sophisticated advisory work while maintaining a strong focus on client relationships.

The ideal candidate brings 8+ years in public accounting tax, solid knowledge of multi-state tax matters, and a CPA is preferred.

Qualifications

• 8+ years of public accounting tax experience.
• Significant experience working with high-net-worth and ultra-high-net-worth individuals and families.
• CPA preferred; strong technical tax knowledge.

Responsibilities

• Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses.
• Provide tax planning and compliance services across a sophisticated client base.
• Review complex federal and state individual and business tax returns.
• Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters.
• Work with clients and internal teams to identify and implement tax-saving strategies.
• Oversee and mentor Tax Seniors, Staff and other team members.
• Manage engagement timelines, budgets and deliverables.
• Develop and maintain strong, long-term client relationships.
• Collaborate with Partners on complex client matters and strategic tax planning.
• Research and resolve complex federal and state tax issues.
• Assist with IRS and state examinations as needed

Skills

Public accounting tax experience

HNW/UHNW client experience

CPA preferred

Strong client communication

Education

Bachelor's degree in Accounting, Finance or related field

Job description

Job details

REMOTE | Sophisticated HNW/UHNW Clients | Exceptional Work-Life Balance | Collaborative, People-First Culture

This Jobot Job is hosted by: Mark C. Johnson

Salary: $160,000 - $230,000 per year

A bit about us

Our client is a highly respected, full-service public accounting and advisory firm with offices across California, Nevada and New York, serving sophisticated clients throughout the U.S. and internationally.

The firm has built a particularly strong reputation serving high-net-worth and ultra-high-net-worth individuals and families, closely held businesses, private equity, venture capital, real estate and other alternative investment clients. Its services span tax, audit & attest, family office, estate and gift tax, business advisory and other specialized accounting services.

This is an entrepreneurial, relationship-driven environment where professionals work closely with experienced Partners and sophisticated clients rather than operating within a large-firm, highly siloed structure.

If you are a Tax Manager with client facing skills, then please read on….

Why join us?

• This is an opportunity to join a firm that takes both technical excellence and quality of life seriously.
• 100% Remote opportunity with the flexibility and autonomy that comes with a trusted, experienced team
• Exceptional work-life balance compared to traditional public accounting environments
• 40 hours or less during non-busy season
• Busy season is focused, but the heaviest workload is concentrated around the two weeks leading into filing deadlines
• Collaborative, supportive culture where Partners and Managers are accessible and invested in their people
• Sophisticated HNW/UHNW clientele that keeps the work technically interesting without the bureaucracy of a large national firm
• Strong opportunity to build relationships with clients and take meaningful ownership of engagements
• Premium benefits package including medical, dental and vision insurance, 401(k)/profit sharing, PTO and paid holidays
• Continuing education, professional dues and license renewals supported by the firm
• Mentorship, leadership development and opportunities for continued career growth

The firm believes in "People First. Excellence Always." and has intentionally built an environment designed to provide the technical challenge of a larger firm with the personal attention, flexibility and culture of a smaller organization.

Job Details

We are seeking a Senior Tax Manager with strong experience serving high-net-worth and ultra-high-net-worth individuals and families.

This is an excellent opportunity for an experienced tax professional who enjoys complex tax work, client relationships and problem-solving, but is looking for a firm where career growth does not have to come at the expense of personal life.

The Senior Tax Manager will

• Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses
• Provide tax planning and compliance services across a sophisticated client base
• Review complex federal and state individual and business tax returns
• Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters
• Work with clients and internal teams to identify and implement tax-saving strategies
• Oversee and mentor Tax Seniors, Staff and other team members
• Manage engagement timelines, budgets and deliverables
• Develop and maintain strong, long-term client relationships
• Collaborate with Partners on complex client matters and strategic tax planning
• Research and resolve complex federal and state tax issues
• Assist with IRS and state examinations as needed

What We're Looking For

• Bachelor's degree in Accounting, Finance or a related field
• 8+ years of public accounting tax experience
• Significant experience working with HNW/UHNW individuals and families
• Strong knowledge of individual and business taxation
• Experience with complex, multi-state tax matters
• Strong tax research, analytical and problem-solving skills
• Excellent client communication and relationship-management abilities
• CPA preferred
• Experience with trusts, estates, private foundations, closely held businesses or sophisticated investment structures is highly valued
• Ability to work independently while collaborating effectively with Partners and team members

If you're looking for sophisticated tax work without sacrificing your quality of life, this is an opportunity worth exploring.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.