Tax Manager – Private Wealth, PCS

Jobtailor; San Francisco (CA); On-site; USD 125,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior tax professional to provide compliance and consulting services to high-net-worth individuals, multi-generational families, and family offices. You will lead complex returns (individual, trust, estate, gift) and deliver proactive planning for federal estate and charitable strategies.

You will mentor staff, build client relationships, stay current with tax law, and work closely with firm leadership to grow the business.

Qualifications

• 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.
• Experience in Private Wealth/Private Client Services preferred.

Responsibilities

• 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
• Work side-by-side with firm leadership to serve clients and build the business
• Mentor and coach staff, developing their technical and professional skills

Skills

CPA

Supervisory experience

Client relationship management

Tax compliance

Analytical skills

Education

4-year degree required

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
• Work side-by-side with firm leadership to serve clients and build the business
• Mentor and coach staff, developing their technical and professional skills

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
• 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
• Ethical knowledge and commitment
• Sense of urgency and commitment to quality and timely project completion
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Core Competencies

Expertise in tax compliance and strategic consulting for high-net-worth individuals and families, with a strong focus on federal estate, gift, and charitable planning. Proven ability to mentor and develop team members while delivering exceptional client service and maintaining ethical standards.

Highest-signal resume keywords

• CPA
• Tax Compliance
• Private Wealth Services
• Supervisory Experience
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Estate Planning
• Gift Tax Planning
• Analytical Skills
• Project Management

Soft Skills

• Interpersonal Skills
• Communication Skills
• Mentoring
• Organizational Skills

Certifications & Qualifications

• CPA
• Law License
• Enrolled Agent

Industry Keywords

• High-Net-Worth Individuals
• Multi-Generational Families
• Family Offices
• Investment Entities
• Continuous Learning

Tools & Technologies

• Microsoft Suite
• Tax Software