UHNW Senior Tax Manager (CPA required)
Jobot
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?
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, 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
- 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, 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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the UHNW Senior Tax Manager (CPA required) in San Diego, CA vacancy
$200k - $215k
...Tech Unicorn / Engineering Manager with strong data engineering & cloud experience / 100% remote This Jobot Job is hosted by: Christine... ...status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will...SeniorLocal areaRemote work$153.43k - $332.7k
...team at one of the world's top tax firms. Enjoy a collaborative,... ....KPMG is currently seeking a Senior Manager to join our Business Tax... ...college/university; licensed CPA, EA or JD/LLM, in addition to... ...displaying salary ranges. If required, the ranges displayed below or...SeniorLocal area- ...reputable Public Accounting firm in the area is looking to add a Senior Tax Manager to their team. This stable and growing firm offers clients... ...or a related field. Certified Public Accountant (CPA) preferred Minimum of 5-7+ years of professional experience...SeniorLocal area
$126.1k - $253k
...the opportunity to join the Partnership Tax team, a high-performing, high-growth team... ...offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for... ...accommodation for people with disabilities. If you require a reasonable accommodation to complete...SeniorFull timeWork experience placementInternshipPrivate practiceLocal area- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We're partnering with a fast... ...efforts Qualifications ~ Active CPA license required ~ Bachelor's degree in Accounting or related field ~4+...SeniorFull timeRemote workFlexible hours
$7,000 - $10,000 per month
...is looking for an experienced Tax Manager to join their team as a long-term... .... Qualifications Required - 3–10 years of professional tax experience. - CPA or Enrolled Agent (EA) credential... ...tax functions. - Becoming a senior technical resource within the firm...Temporary work- ...Senior Tax Manager Company: Boutique CPA Firm Compensation: $150,000 - $200,000 discretionary bonus Location: Hybrid / Remote (San... ...Minimum Qualifications • Active CPA license required • 8 years of public accounting tax experience • Experience...SeniorFor contractorsWork at officeLocal areaRemote work
$141k - $290k
...Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We... .... The ideal candidate is a CPA with 7+ years of experience in federal... ...Opportunity Employer This employer is required to notify all applicants of their rights...SeniorImmediate startFlexible hours$141.15k - $288.38k
...largest growth area in the tax industry? Do you have... ...issues? If you’re a senior leader who wants to develop... ...you as a Tax Senior Manager on our growing team! Work... .... Qualifications Required: Ability to perform job... ...accreditations obtained:Licensed CPA in state of practice/...SeniorWork at officeLocal area- ...Job Description Job Description Most Senior Tax Manager roles mean a bigger client load, more review responsibility, and another busy... ...degree in Accounting, Taxation, Finance, or a related field CPA required Strong experience serving privately held businesses and...Senior
$140k - $210k
...The firm offers investment management and financial planning today... ...now building out an in-house tax capability to deliver a truly... ...practice and looking for a Senior Tax Manager to come in as the... ...and responsive service Requirements ~ CPA required ~6+ years in public...SeniorFor contractorsRemote work$130k - $160k
...Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot... .... Onsite onboarding in Tempe, AZ is required, with hybrid flexibility after ramp-up—... ...or within a family office environment. CPA license required. Preferred Master’s in...SeniorWork at officeLocal areaRemote work3 days per week- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...: Bachelor’s Degree in Accounting or equivalent field is required 10+ years of progressive tax experience providing tax...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$175k - $210k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...your success! The Role Senior Managers in our Private Client Services... ...agreement planning, etc. The Requirements ~6+ years relevant work... ...Revenue Service required (i.e. CPA or JD); ~ Self-starter with...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$17 - $20 per hour
...top-tier patient care but will also contribute to the financial management of the dental practice. This is an excellent opportunity for a... ...Qualifications: 1. Dental Assistant certification, where required by state law. 2. Ability to handle sensitive and confidential...SeniorHourly payWork experience placementWork at officeLocal area$147.4k - $336.8k
...Responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a... ...Finance, Business or a related discipline. A CPA certification or be a member of a state bar. CPA required for advancement. Seven to ten years' of real...SeniorSummer holidayFlexible hours- ...with U.S. GAAP, Sarbanes-Oxley requirements, and company policies. This... ...Requirements: What will you do: Manage and execute key month-end... ...and escalate key issues to senior leadership, partnering to... ...accounting or finance required ~ CPA certification required ~5+...SeniorTemporary workWork at officeLocal area
$160k
...Senior Tax Accounting Manager – North Atlanta (On-site) To Apply Now - email your resume to A global manufacturing company with $4B+ in annual... ...What We’re Looking For: ~ Bachelor’s in Accounting; CPA strongly preferred ~10+ years in income tax accounting (public...SeniorFull time- ...Role: Accudata is looking for an experienced and driven Tax Manager to join our team in San Diego, CA. This is an exciting opportunity... ...IRS and state tax notices, audits, and correspondence Requirements: ~ CPA license required; active and in good standing ~5+ years...SeniorLocal area
$150k - $160k
...Senior Tax Manager Location: North County San Diego, CA Compensation: $150,000 - $160,000 annually Job... ...continued firm growth Qualifications ~ Active CPA or Enrolled Agent (EA) license required ~6-8+ years of public accounting tax experience...SeniorFull timeLocal area- ...financial services company is seeking a Tax Expert to assist clients with their... ...advice on turbo tax products and managing client inquiries. The role requires a minimum of 2 years of experience in... ...filings, along with an active EA, CPA, or Practicing Attorney credential....Extra incomeRemote work
- ...and business clients, giving them advice on taxes, following tax laws, and planning... ...issues, such as how to set up businesses, manage estates and trusts, and find ways to save... ...development efforts. Qualifications Must have a CPA designation (active and valid in California...Senior
- ...Senior Payroll ManagerType: Full-time. Visa Type: US Citizen / Green Card... ...Payroll OperationsDirect and manage payroll processing across all U.... ...professionals.Ensure accurate payroll tax filings and compliance with all reporting requirements.Leadership & Team...SeniorFull timeWork at officeLocal area
- ...and expertise in accounting, tax, advisory, benefits, insurance... .... CBIZ CPAs is an independent CPA firm that provides audit, review... ...RequiredBachelor's degree required; Master's degree preferred in... ...candidates preferredAbility to manage deadlines, work on multiple assignments...Senior
- Preparing and reviewing individual and business (corporate and partnership) returns involving consolidated returns, multi-state, and even international issues. - Book/ Tax Reconciliations Tax, Associate, Senior, Accounting, StaffingSenior
$92k - $146.34k
...Tilly is a leading advisory, tax and assurance firm, providing... ...LLP is a licensed independent CPA firm that provides attest services... ...to understand the requirements for an opportunity you are exploring... ...ResponsibilitiesJoin Baker Tilly as a Tax Manager with our San Diego office!...Full timeWork at officeLocal areaWorldwide$125k - $165k
San Diego, CA • CPA Job TypeFull-timeDescriptionAldrich CPAs... ...and Advisors is looking for Tax Managers. The position involves... ...meetingsDevelops and mentors staff and seniors through training and... ...completion of the CPA exam is required. This is not a remote position...Seasonal workFlexible hours$107.16k - $226.32k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...firm.KPMG is currently seeking a Manager to join our Business Tax... ...accredited college/universityLicensed CPA, EA or JD/LLM, in addition to... ...displaying salary ranges. If required, the ranges displayed below or...Local area$130k - $160k
Job Title: Tax ManagerLocation: Fully Remote (Open to Candidates... ...Experience)OverviewWe are a Top 400 CPA firm based out of based in the... ...for an experienced Tax Manager to come join our team. You will... .... We are also looking for Tax Seniors/Supervisors. If that is you, please...Temporary workSummer workRemote work$107.93k - $205k
...Does working with tax-exempt organizations pique... ...What You’ll Do As a Tax Manager within the Tax-Exempt practice... ...consulting projects requiring tax analysis for a... ...accreditations obtained:Licensed CPA in state of practice/... ...-level employees to senior leaders, we believe...Work at officeVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Senior Tax Manager (CPA required). Be the first to apply!
Related searches
- state tax manager San Diego, CA
- sr tax manager San Diego, CA
- sales & use tax manager San Diego, CA
- senior international tax manager San Diego, CA
- remote tax manager San Diego, CA
- senior tax director San Diego, CA
- tax director San Diego, CA
- hedge fund private equity tax manager San Diego, CA
- tax manager public accounting San Diego, CA
- tax manager San Diego, CA



