Senior Tax Manager

Job Description

Job Description

Senior Tax Manager

Senior Tax Manager - Private Client & Trusts (HNW/UHNW)

Position Overview
We are seeking a Senior Tax Manager to lead private client tax engagement for High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, trusts and estates. The role combines technical tax expertise, client relationship management and team leadership to deliver tailored tax planning, compliance and trust & estate advisory services. The ideal candidate will have deep experience in Private Client Services (PCs), estate and trust taxation, and the ability to manage complex cross-border and multi-entity structures for HNWI/UHNWI clients.

Key Responsibilities

• Lead and manage comprehensive tax engagements for HNW and UHNW individuals, family offices, trusts and estates, including federal, state and international tax planning and compliance.
• Provide sophisticated estate, gift and trust planning strategies, including lifetime transfers, generation-skipping transfer planning, trust decanting and estate tax minimization techniques.
• Prepare, review and sign complex individual, fiduciary and trust tax returns and related schedules; ensure accuracy, timely filing and adherence to regulatory requirements.
• Advise clients and coordinate with wealth advisors, estate planning attorneys, trustees and financial planners to implement integrated tax-efficient strategies.
• Oversee and mentor a team of tax professionals: assign work, review deliverables, provide technical guidance, and develop team members technical and client-facing skills.
• Manage client relationships as a trusted advisor: deliver high-touch service, explain complex tax positions clearly, and anticipate client needs for Private Client Services (PCs).
• Handle tax controversy and audit support for private clients, coordinate responses to notices and represent clients before tax authorities where appropriate.
• Drive business development: participate in client pitches, prepare proposals, and support cross-selling of firm services to HNW/UHNW prospects.
• Stay current on tax law changes, emerging trust and estate planning techniques, and regulatory guidance; implement best practices and quality control processes.
• Implement process improvements and leverage tax technology/tools for efficient engagement delivery, including tax research platforms and advanced spreadsheet modelling.

Qualifications

• Bachelors degree in Accounting, Taxation, Law or equivalent; advanced degree desirable (LLM in Tax, JD or Masters in Taxation preferred).
• Active CPA license required; Bar admission or tax-specialized LLM is a strong plus.
• Minimum 7-10 years of progressive experience in private client services, trust & estate taxation, and personal tax for HNW/UHNW clients.
• Demonstrated experience advising Ultra High Net Worth and High Net Worth individuals (UHNW, UHNWI, HNW, HNWI) and coordinating with family offices, trustees and estate counsel.
• Deep technical knowledge of federal and state income tax, estate and gift tax, fiduciary income tax, private trust companies and related entity structures.
• Experience with international tax issues, cross-border planning, expatriation and treaty considerations strongly preferred.
• Proven leadership and project management skills, with experience supervising and developing senior associates and managers.
• Exceptional communication and client relationship skills; ability to explain complex tax topics to non-technical clients and senior stakeholders.
• High ethical standards, discretion and commitment to client confidentiality required.
• Proficiency with tax research tools, tax preparation software and advanced Excel skills; willingness to travel to client locations as needed.

Benefits

• performance based bonus
• 100% firm paid employee health insurance
• 401k
• vacation time and paid holidays
• major career advancement opportunities
  
   

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.