Tax Manager – Private Wealth

Jobtailor; San Francisco (CA); On-site; USD 160,000 - 210,000; Full time

Job summary

Jobtailor seeks a senior tax professional to provide compliance and consulting services to high-net-worth individuals, families, and private entities in the San Francisco area.

You will prepare complex tax returns (individual, trust, estate, and entity), deliver proactive planning, and stay current with tax developments. You will mentor staff, foster client relationships, and collaborate with leadership to grow the practice.

Qualifications

• 4-year degree required.
• CPA, Law License, or Enrolled Agent required.
• 5+ years of tax compliance, accounting and advisory services in a professional services firm.
• Two (2) years of supervisory experience mentoring associates.
• Experience in Private Wealth/Private Client Services preferred.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families, family offices, and their private businesses/investment entities.
• Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax.
• Stay up-to-date on trends and apply them to complex situations.
• Participate in firm-wide learning and development programs.
• Network and build strong internal and external client relationships.
• Support the growth and development of team members.
• Mentor and coach staff and help develop their technical and professional skills.
• Work side-by-side with firm leadership to serve clients and build the business.

Skills

Tax Returns

Estate Planning

Gift Planning

Charitable Planning

Project Management

Analytical Skills

Organizational Skills

Interpersonal Skills

Communication Skills

Mentoring

Coaching

Education

4-year degree

CPA

Law License

Enrolled Agent

Master's or Advanced Degree

Tools

Microsoft Suite

Tax Software

Job description

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities


• Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns


• Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax


• Keep up-to-date on trends, developments, and technical authorities and apply them to complex situations


• Participate in firm-wide learning and development programs


• Network and build strong internal and external client relationships


• Support the growth and development of team members


• Mentor and coach staff and help develop their technical and professional skills


• Work side-by-side with firm leadership to serve clients and build the business

Requirements

• 4-year degree required


• CPA, Law License, or Enrolled Agent required


• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm


• Two (2) years of supervisory experience, mentoring and counseling associates


• Master's or advanced degree preferred


• Experience in Private Wealth/Private Client Services preferred


• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills


• Ability to lead and supervise others and provide exceptional client service


• Commitment to continuous learning and staying current regarding applicable strategies


• Appropriate ethical knowledge and commitment


• Commitment to quality and timely completion of projects


• Highly developed software and Microsoft Suite skills


• Eligibility to work in the U.S. without sponsorship preferred

Core Competencies

Demonstrates expertise in tax compliance and strategic consulting for high-net-worth individuals and families, with a strong focus on mentoring and developing team members. Proven ability to deliver exceptional client service while managing complex tax situations and maintaining up-to-date knowledge of relevant regulations.

Highest-signal resume keywords

• CPA


• Tax Compliance


• Private Wealth Services


• Supervisory Experience


• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Tax Returns


• Estate Planning


• Gift Planning


• Charitable Planning


• Project Management


• Analytical Skills


• Organizational Skills

Soft Skills

• Interpersonal Skills


• Communication Skills


• Mentoring


• Coaching

Certifications & Qualifications

• CPA


• Law License


• Enrolled Agent

Industry Keywords

• High-Net-Worth Individuals


• Multi-Generational Families


• Family Offices


• Investment Entities


• Professional Services Firm

Tools & Technologies

• Microsoft Suite


• Tax Software