Tax Manager: Lead High-Net-Worth Planning

Delagnes Mitchell & Linder LLP; San Francisco (CA); On-site; USD 210,000 - 320,000; Full time

Job summary

Delagnes Mitchell & Linder, LLP, a San Francisco tax firm, seeks a leader to oversee tax decisions for high-net-worth clients and diverse entities. You will guide planning, compliance, and client service at the partnership level.

In this role you will mentor tax staff, supervise engagements, review complex returns, and collaborate with partners on firm initiatives while staying current on tax law changes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 8+ years of progressive tax experience in public accounting.
• Strong technical knowledge of federal and state tax regulations.
• Proven leadership and team management experience.
• Excellent analytical, organizational and problem-solving skills.
• Strong communication and client service skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficiency with tax software; Lacerte a plus.

Responsibilities

• Manage and review complex federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Lead tax planning and consulting engagements, identifying opportunities to minimize tax exposure and support client goals.
• Serve as the primary point of contact for assigned clients, building and maintaining strong, long-term relationships.
• Research and interpret tax laws and regulations; provide clear guidance on complex technical matters.
• Oversee multiple engagements simultaneously, ensuring deadlines, budgets, and quality standards are met.
• Supervise, mentor, and develop tax staff; provide performance feedback and coaching.
• Review workpapers and returns to ensure accuracy, compliance, and adherence to firm standards.
• Assist with IRS and state tax audits, examinations, and correspondence.
• Collaborate with partners and leadership on firm initiatives, workflow management, and business development efforts.
• Stay current on changes in tax laws, regulations, and industry trends.

Skills

Tax expertise

Leadership

Client relations

Mentoring staff

Research & analysis

Budgeting & deadlines

Education

Bachelor’s degree in Accounting/Finance

Master’s in Taxation (preferred)

Tools

Lacerte

Tax software

Microsoft Office

Job description

Delagnes Mitchell & Linder, LLP, a San Francisco tax firm, seeks a leader to oversee tax decisions for high-net-worth clients and diverse entities. You will guide planning, compliance, and client service at the partnership level.

In this role you will mentor tax staff, supervise engagements, review complex returns, and collaborate with partners on firm initiatives while staying current on tax law changes.