Senior Tax Manager - UHNW

Proven Recruiting; Denver (CO); Hybrid; USD 135,000 - 170,000; Full time

Benefits offered by this job

Hybrid work flexibility

Job summary

Proven Recruiting, Inc. seeks a Senior Tax Manager (UHNW) to work with ultra-high-net-worth clients in Encino, CA, in a hybrid setting or remote within California.

This role focuses on sophisticated tax planning, advisory services, and precise return reviews without business development obligations. Ideal candidates have 7+ years of public accounting tax experience, extensive UHNW exposure, and CPA or EA credentials.

Qualifications

• 7+ years of public accounting tax experience.
• Extensive UHNW tax client service experience.
• Experience reviewing and signing complex individual, trust, gift, partnership, and corporate returns.
• CPA or EA required; advanced credentials preferred.

Responsibilities

• Partner with UHNW clients to deliver tax planning and advisory services.
• Review and sign complex tax returns with accuracy and compliance.
• Analyze wealth transfer, business ownership, and philanthropic planning opportunities.
• Communicate complex tax concepts clearly to clients.

Skills

UHNW tax experience

Complex returns review

Advisory communication

Tax planning

Education

CPA or EA required

Advanced tax credential preferred

Job description

Senior Tax Manager (UHNW) - Encino, CA (Hybrid) / California (Remote)

Are you an experienced tax professional who enjoys working with ultra-high-net-worth clients but is ready to step away from the demands of traditional public accounting? Join a nationally recognized wealth management and financial planning organization where tax is a cornerstone of the client experience. This is a highly visible individual contributor role offering sophisticated client work, strong work-life balance, and the opportunity to focus on client service rather than business development.

Who you are:

• 7+ years of public accounting tax experience
• Extensive experience serving high-net-worth and ultra-high-net-worth (UHNW) clients
• Experience reviewing and signing off on complex individual, trust, gift, partnership, and corporate tax returns
• CPA or EA required
• JD, MST, LLM, or similar advanced tax credential preferred

What you’ll do:

• Partner directly with UHNW clients to deliver tax planning strategies, projections, and advisory services
• Review and sign complex tax returns while ensuring accuracy and compliance
• Analyze sophisticated tax, wealth transfer, business ownership, and philanthropic planning opportunities
• Build trusted client relationships and communicate complex tax concepts in a clear, actionable manner

Why work here:

• Quality over utilization: Non-billable hours environment focused on client outcomes rather than utilization targets
• Individual contributor opportunity: Individual contributor role with no people-management responsibilities
• UHNW specialization: Focus your practice on complex tax planning and advisory services for high-net-worth and ultra-high-net-worth clients
• Client service focus: No business development or sales responsibilities
• Flexible work arrangement: Hybrid schedule preferred in Encino with consideration for strong California-based remote candidates
• Work-life balance: Very flexible time off and significantly less hours than traditional public accounting

What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and education. The expected range for this role is $135,000-$170,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type.