Senior Tax Manager - HNW
$120k - $160kJobot
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Great Team Hybrid schedule Top Rated Place to Work! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary: $120,000 - $160,000 per year A bit about us: Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today. As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today. Why join us? Flexible hybrid schedules Paid time off! Excellent health benefits Recognized by a best place to work over 10 times Job Details As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include: Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion. Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency. Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines. Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. Reviewing and interpreting legal documents related to estate planning and business succession. Conducting technical research on individual, trust, and estate tax compliance and planning matters. Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support. Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions. Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events. Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Want to learn more about this role and Jobot? #J-18808-Ljbffr Jobot
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...growing, full spectrum firm that focuses on complex business tax. We believe that putting your employees first is not only the... ...have chosen to use us as their top tier partner! If you are a Senior Tax Manager looking for a clear path to Partner with significant earning...SeniorLocal areaRelocationRelocation packageJobot
La Jolla, CA20 hours ago$150.5k - $237.5k
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Carlsbad, CA8 hours ago $90k - $115k
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