Senior Tax Manager & Private Client Services Lead

KTF INVESTMENTS, LLC; Seal Beach (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision and 401(k)

Job summary

KTF Investments, LLC in Seal Beach, California, is seeking a Senior Tax Manager and Service Lead to design and deliver a private client tax service. You will own year-round tax planning, return preparation for affluent clients, and coordinated estate/gift tax strategies.

Join a growing in-house team and partner with investment advisors and operations to provide proactive, tax-aware planning and execution. This role is in-office in Seal Beach.

Qualifications

• Active Enrolled Agent or CPA with PTIN in good standing.
• Three to five years of recent personal-tax experience.
• Proactive multi-year tax planning including estate and gift tax.
• Experience preparing returns for affluent clients with investment income and K-1s.
• Ability to explain tax choices clearly to clients.
• Willing to build a service from scratch with oversight.

Responsibilities

• Year-round tax planning and estimated tax calculations.
• Prepare and file federal and California personal returns, including investment income and K-1 activity.
• Model and coordinate estate and gift tax planning with clients and attorneys.
• Respond to IRS and state notices and client inquiries.
• Collaborate with investment advisors and client services to align tax with broader planning.
• Design service delivery, secure intake, and documentation workflows.

Skills

Tax planning

Personal tax

Client communication

Privacy & compliance

Collaboration with advisors

Service development

Education

Active Enrolled Agent or CPA with PTIN

Tools

Tax software

Job description

KTF Investments, LLC in Seal Beach, California, is seeking a Senior Tax Manager and Service Lead to design and deliver a private client tax service. You will own year-round tax planning, return preparation for affluent clients, and coordinated estate/gift tax strategies.

Join a growing in-house team and partner with investment advisors and operations to provide proactive, tax-aware planning and execution. This role is in-office in Seal Beach.