UHNW Senior Tax Manager (CPA required)

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

Benefits offered by this job

Highly Competitive Base Salary

Extremely Competitive Benefits Package

Accelerated Career Growth

Job summary

Jobot is seeking a Senior Tax Manager in California with 7+ years of public accounting experience and a CA CPA license. You will work with ultra-high-net-worth clients, oversee complex tax compliance, and provide strategic advisory services.

The role is hybrid with 3 days onsite weekly in San Francisco/San Jose, CA, with remote options for CA candidates. Excellent mentorship and firm growth opportunities are offered.

Qualifications

• 7+ years of public accounting experience
• 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 enjoys developing others and takes pride in quality 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

Mentoring staff

Client relationship management

Tax planning

Education

Bachelor's or Master's in Accounting or Taxation

Job description

Job details

Top 50 CPA firm

This Jobot Job is hosted by: Mallory Schreiner

Salary: $180,000 - $230,000 per year

A bit about us

Based in San Jose, CA we are a fast-growing Public Accounting Firm that is dedicated to bringing our clients much needed services not offered at most firms. We are well known and come highly recommended by those we have consulted for. Our services do include traditional Tax, Auditing, and Advisory.

Why join us

• Highly Competitive Base Salary
• Extremely Competitive Benefits Package
• Accelerated Career Growth

Job Details

A well-established and growing tax practice is looking for Senior Tax Managers with 7+ years of experience serving ultra-high-net-worth individuals in public accounting. This is a great opportunity for someone who wants to work with a highly sophisticated client base and be part of a collaborative, high-performing team.

The practice serves a wide range of complex individual clients, with a strong concentration in pre-IPO and public company executives, as well as clients involved in trade and investment partnerships across multiple industries. Experience with estate planning implementation through trusts is a plus for those working with the firm's larger individual clients.

What You'll Be Doing

• 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

What They're Looking For

• 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 an 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

Location: San Francisco or San Jose, hybrid with 3 days onsite per week- open to remote for candidates within California

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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