Senior UHNW Tax Manager | Hybrid CA Role with Elite Clients

Jobot; San Jose (CA); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Accelerated career growth

Job summary

Jobot, based in California, is seeking a Senior Tax Manager with 7+ years of public accounting experience serving ultra-high-net-worth individuals. The role offers a hybrid work model with three days on-site per week and potential remote options for candidates within California.

The firm emphasizes growth, tax, auditing, and advisory services for sophisticated clients. Ideal candidates hold a CA CPA license and a bachelor's or master's in accounting or taxation, with a proven track record

Qualifications

• 7+ years of public accounting experience focused on complex ultra-high-net-worth individuals.
• Active California CPA license required.
• Bachelor's or master's degree with emphasis in accounting or taxation.
• Proven experience training and mentoring staff.
• Someone who genuinely enjoys developing others and takes pride in the quality of their work.

Responsibilities

• Reviewing complex returns and managing compliance, planning, projection, and advisory projects.
• Anticipating and identifying client tax issues and delivering strategic, consultative solutions.
• Corresponding directly with clients and managing overall project delivery.
• Mentoring and developing junior team members — knowledge transfer is highly valued here.
• Partnering with Directors and Partners on business development and strategic planning.
• Identifying process improvements to drive quality and efficiency.

Skills

Public accounting experience

Ultra-high-net-worth clients

Education

Bachelor's or Master’s degree in accounting or taxation

Job description

Jobot, based in California, is seeking a Senior Tax Manager with 7+ years of public accounting experience serving ultra-high-net-worth individuals. The role offers a hybrid work model with three days on-site per week and potential remote options for candidates within California.

The firm emphasizes growth, tax, auditing, and advisory services for sophisticated clients. Ideal candidates hold a CA CPA license and a bachelor's or master's in accounting or taxation, with a proven track record