HNW Tax Manager/Senior Manager

This Jobot Job is hosted by: Lauren Mills Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $220,000 per year A bit about us: We are a well-established public accounting firm known for delivering high-quality tax, audit, and advisory services to a diverse client base of closely held businesses, high-net-worth individuals, and family offices. We pride ourselves on a collaborative culture, technical excellence, and long-term client relationships. We are seeking an experienced HNW Tax Manager/Senior Manager to join our growing tax practice. This individual will oversee tax compliance and planning engagements, manage client relationships, and mentor a team of staff and senior associates. The ideal candidate is a proactive, detail-oriented professional who thrives in a fast-paced, client-focused environment. Why join us? Competitive salary commensurate with experience Comprehensive benefits package (medical, dental, vision, 401(k) with match) Generous paid time off and firm holidays Continuing education support and CPA license reimbursement Clear path to Senior Manager and Partner-track opportunities Collaborative, team-oriented culture with direct partner access Flexible/hybrid work arrangements Job Details Key Responsibilities Manage and review complex individual, corporate, partnership, trust, and estate tax returns Develop and implement tax planning strategies for a diverse portfolio of clients Serve as the primary point of contact for assigned clients, building and maintaining strong relationships Research and resolve complex tax issues, staying current on federal, state, and local tax law changes Supervise, train, and mentor tax staff and senior associates; provide performance feedback Manage engagement budgets, timelines, and staffing to ensure efficient workflow Identify opportunities for additional client services and support business development efforts Liaise with tax authorities on notices, audits, and inquiries as needed Collaborate with partners and other department leaders on firm initiatives Qualifications Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plus CPA license required (active and in good standing) Minimum 5–7 years of progressive tax experience in public accounting Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation Prior experience managing client relationships and supervising staff Proficiency with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, or similar) Excellent communication, organizational, and leadership skills Ability to manage multiple engagements and deadlines simultaneously Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. 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, or 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy