Tax Manager – Private Client Services, HNW

Jobtailor; Santa Rosa (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor in Santa Rosa, CA seeks an experienced tax advisor to lead complex compliance and consulting engagements for high-net-worth individuals, families, and business groups.

You will supervise associates, identify planning opportunities, and collaborate with clients and advisers to optimize tax outcomes. Requires 4+ years in public accounting, CPA or EA, strong analytical and communication skills, and mentoring ability.

Qualifications

• 4 or more years’ experience in public accounting.
• BS/BA degree in Accounting or related field.
• Licensed CPA OR EA certification.
• Capability to research complex tax issues across diverse entities and industries.
• Extensive experience researching tax issues and individual tax issues.
• Strong analytical ability and problem-solving skills.
• Excellent communication and presentation skills.
• Proactive thinking and mentoring experience.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices.
• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Lead sophisticated tax compliance and consulting engagements.
• Identify proactive tax planning opportunities and help clients optimize tax efficiency and preserve wealth.
• Build meaningful relationships with clients and their advisors.
• Collaborate with Partners and firm leadership to deliver customized solutions.
• Oversee complex tax research projects for clients across diverse industries.
• Work with clients to minimize federal, state, and local tax liability.
• Supervise tax associates’ assignments and manage day-to-day delivery of tax consulting services.
• Develop and motivate tax seniors and associates through work reviews, counseling, leadership, and career guidance.
• Manage multiple engagements and deliver high-quality products timely and efficiently.

Skills

Tax Planning

Tax Research

Engagement Management

Public Accounting Experience

Analytical Skills

Problem-Solving Skills

Communication Skills

Leadership

Mentoring

Proactive Thinking

Education

BS/BA in Accounting

Licensed CPA OR EA

Job description

• Serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices
• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations
• Lead sophisticated tax compliance and consulting engagements
• Identify proactive tax planning opportunities and help clients optimize tax efficiency and preserve wealth
• Build meaningful relationships with clients and their advisors
• Collaborate with Partners and firm leadership to deliver customized solutions
• Oversee complex tax research projects for clients across diverse industries
• Work with clients to minimize federal, state, and local tax liability
• Supervise tax associates’ assignments and manage day-to-day delivery of tax consulting services
• Develop and motivate tax seniors and associates through work reviews, counseling, leadership, and career guidance
• Manage multiple engagements and deliver high-quality products timely and efficiently

Requirements

• 4 or more years’ experience in public accounting
• BS/BA degree in Accounting or related field
• Licensed CPA OR EA certified
• Capability to research complex tax issues and exposure to a variety of entities and industries
• Extensive experience researching tax issues and individual tax issues
• Strong analytical ability and problem-solving skills
• Excellent communication and presentation skills
• Proactive thinking
• Experience developing and training associate-level professionals

Core Competencies

Demonstrates expertise in tax compliance and consulting for high-net-worth individuals and entities, with a strong focus on proactive tax planning and optimization. Proven ability to lead teams, manage multiple engagements, and deliver high-quality solutions efficiently.

Highest-signal resume keywords

• Tax Compliance
• Tax Consulting
• CPA License
• Tax Research
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Tax Planning
• Tax Efficiency Optimization
• Federal Tax Minimization
• State Tax Minimization
• Local Tax Minimization
• Complex Tax Issue Research
• Public Accounting Experience
• Engagement Management
• Analytical Skills
• Problem-Solving Skills

Soft Skills

• Excellent Communication
• Presentation Skills
• Proactive Thinking
• Leadership
• Mentoring

Certifications & Qualifications

• CPA
• EA Certification

Industry Keywords

• High-Net-Worth Individuals
• Family Offices
• Partnerships
• Corporations
• Tax Consulting Engagements
• Tax Compliance Engagements