Senior Tax Manager - HNW/UHWN

Leoforce; San Francisco (CA); À distance; USD 160 000 - 230 000; Plein temps

Avantages offerts par ce poste

Remote work

Work-life balance

Premium benefits package

Résumé du poste

Leoforce is seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth and ultra-high-net-worth individuals and families. The role emphasizes client relationships, sophisticated tax planning, and problem-solving in a flexible, career-friendly environment.

Ideal candidates have 8+ years of public accounting tax experience, strong knowledge of individual and business taxation, and CPA preferred.

Qualifications

• Minimum 8+ years of public accounting tax experience.
• Experience serving high-net-worth and ultra-high-net-worth individuals and families.
• CPA preferred; knowledge of trusts, estates, private foundations or sophisticated investment structures is valued.

Responsabilités

• 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

Connaissances

Tax planning

Client communication

Tax research

Analytical thinking

Problem solving

Formation

Bachelor's degree in Accounting or Finance

CPA preferred

Description du poste

Job Description

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

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.

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

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

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?

• 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.

#accounting-finance #cpa #tax #hnw #uhnw #tier2