Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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?

  • 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 2 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... 
    Senior
    Local area
    Remote work

    Jobot

    San Diego, CA
    2 days ago
  • $150k - $250k

     ...SENIOR TAX MANAGER We are seeking a dynamic and motivated Senior Tax Manager to manage tax engagements, deliver high quality tax services...  ...opportunities Qualified candidates will possess the following ~ CPA certification ~ Master’s Degree in Taxation a plus ~... 
    Senior
    Local area

    The Agency Recruiting

    San Diego, CA
    15 hours ago
  • $160k

     ...Senior Tax Accounting Manager - North Atlanta (On-site) To Apply Now - email your resume to [email protected] A global manufacturing company...  ...What We're Looking For: ~ Bachelor's in Accounting; CPA strongly preferred ~10+ years in income tax accounting... 
    Senior

    NorthPoint Search Group Inc

    San Diego, CA
    1 day ago
  •  ...description:Review complex federal and state income taxes for Individual, Partnership, Corporate and...  ...in staff mentorship program to manage performance and development of staff membersManage...  ...candidates will possess the following:CPA certificationMaster’s Degree in Taxation a... 
    Senior
    Local area

    Lavine, Lofgren, Morris & Engelberg

    San Diego, CA
    15 hours ago
  •  ...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... 
    Senior
    Local area

    gpac

    San Diego, CA
    4 days ago
  •  ...LevitZacks in San Diego is seeking a Senior Tax Manager to oversee complex federal and California tax engagements with closely held pass-through...  ...Partner position. The ideal candidate will possess an active CPA license and have over 10 years of public accounting tax... 
    Senior
    Flexible hours

    LEVITZACKS

    San Diego, CA
    22 hours ago
  •  ...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+... 
    Senior
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    San Diego, CA
    4 days ago
  • $200k - $275k

     ...firm that focuses on complex business tax. We believe that putting your...  ...their top tier partner! If you are a Senior Tax Manager looking for a clear path to Partner with...  ...partnership and firm leadership. 6. CPA license required 7. Master's degree in Taxation strongly... 
    Senior
    Local area
    Relocation
    Relocation package

    Jobot

    La Jolla, CA
    15 hours ago
  •  ...philosophy is simple: Provide exceptional tax and accounting services in a personal,...  ...to junior staff members. 5. Manage multiple clients, budgets and productivity...  ...a related field. A Master's degree or CPA certification is required. 2. Minimum of 2 years of experience... 
    Senior
    Local area
    Flexible hours

    Jobot

    San Diego, CA
    1 day ago
  • $110k - $120k

     ...specifications to ensure accurate installation • Schedule and manage labor, materials, and equipment • Ensure all work meets local...  ...status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will... 
    Senior
    For contractors
    Local area

    Jobot

    San Diego, CA
    2 days ago
  • $140k - $175k

     ...Senior Tax Manager $140000 - $175000 per year | San Diego, CA | On-Site | Permanent Hybrid schedule with a well-established...  ...Accounting, Finance, or a related field. A Master’s degree or CPA certification is required. # Minimum of 2 years of experience in tax management... 
    Senior
    Permanent employment
    Local area
    Flexible hours

    Australia-Employment

    San Diego, CA
    27 days ago
  • $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... 
    Senior
    Work at office
    Local area
    Remote work
    3 days per week

    Jobot

    Chula Vista, CA
    3 days ago
  •  ...As a Senior Tax Manager, Transaction Services on our Professional Services team, you will lead transaction-driven tax engagements end-to-end...  ...degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred. 5+ years of hands-on M&A / transaction... 
    Senior
    Worldwide

    Exactera

    San Diego, CA
    1 day ago
  • $124k - $335k

     ...Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description &...  ...to stringent capital requirements, management of operational tax...  ...- 5 years of experience - CPA, Member of the Bar or other... 
    Senior
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    San Diego, CA
    3 days ago
  • $125k - $290k

     ...weaver.com. Position Profile Weaver is looking for a Commercial Tax Manager or Senior Manager with extensive partnership experience to join our...  ...Responsibilities and Qualifications Bachelor’s degree in Accounting CPA with 5+ years of experience in federal tax compliance,... 
    Senior
    Flexible hours

    Weaver

    San Diego, CA
    2 days ago
  • $147.4k - $336.8k

     ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. This role involves providing...  ...should have 7-10 years of real estate tax experience, a CPA certification, and strong communication skills. The position... 
    Senior

    Ernst & Young Oman

    San Diego, CA
    4 hours ago
  • $150k - $210k

     ...industry You will have the flexibility to manage your days in support of our commitment to...  ...for: Review of international tax compliance forms and working with a dedicated...  ...tax compliance and/or planning ~ CPA, JD, or EA ~ Bachelor's degree from an... 
    Senior
    Fixed term contract
    Local area

    EisnerAmper

    La Jolla, CA
    22 hours ago
  • $175k - $210k

     ...Senior Manager Senior Managers in our Private Client Services (PCS) practice...  ...to present a comprehensive tax strategy to prospective and...  ...planning, etc. The Requirements ~6+ years relevant work...  ...Revenue Service required (i.e. CPA or JD); ~ Self-starter with... 
    Senior
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    San Diego, CA
    21 hours ago
  •  ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple client engagements, driving business development...  ...matters for individuals and businesses. CPA, IRS Enrolled Agent, or JD credential... 
    Senior
    Private practice
    Work at office
    Local area
    Flexible hours

    EisnerAmper

    San Diego, CA
    3 days ago
  •  ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation...  ...travel to clients' locations may be required. Actively solicit new client...  ...Recent Public Accounting experience ~ CPA or IRS Enrolled Agent Certification, or... 
    Senior
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    La Jolla, CA
    3 days ago
  • $147.4k - $336.8k

    Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves...  ..., Finance, Business, or related discipline. CPA certification or state bar membership; CPA required for advancement. 7‑10 years of real estate tax... 
    Senior
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    1 day ago
  • $132.7k - $303.2k

     ...Responsibilities Serve as the Tax Functional Leader across compliance...  ...internal team members, and managing the functional efforts of such...  ..., Tax, Law, or Economics CPA, EA, or licensed attorney Minimum...  ..., CorpTax, Onesource, as required by area of specialism Proficient... 
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Summer holiday
    Flexible hours

    EY

    San Diego, CA
    2 days ago
  •  ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers...  ...accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ... 
    Senior
    Full time

    CBIZ

    San Diego, CA
    1 day ago
  •  ...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

    Rinvio Recruitment

    San Diego, CA
    2 days ago
  •  ...A national payroll solutions provider is seeking an experienced Payroll Manager to oversee payroll operations for over 7,000 employees across the country. This role involves strategic direction for the payroll department, ensuring accuracy and efficiency in processing.... 
    Senior

    TEAM Risk Management Strategies

    San Diego, CA
    15 hours ago
  • $80k - $90k

    POSITION: Senior Staff Accountant DEPARTMENT: Finance REPORTS TO: Director of Finance...  ...Legends Global, the leader in privately managed public assembly facilities, has an excellent...  ...each essential duty satisfactorily. The requirements listed below are representative of the... 
    Senior
    Full time
    For contractors
    Immediate start
    Afternoon shift

    ASM Global

    San Diego, CA
    1 day ago
  •  ...Senior Payroll Manager Type: Full-time. Visa Type: US Citizen / Green Card Holder. They are open to candidates being...  ...professionals. Ensure accurate payroll tax filings and compliance with all reporting requirements. Leadership & Team Management Supervise... 
    Senior
    Full time
    Work at office
    Local area

    Georgia IT Inc

    San Diego, CA
    15 hours ago
  • $91.08k - $113.85k

     ...Description Summary: The Senior Indirect Tax Analyst is responsible for...  ...This job description reflects management's assignment of essential...  ...registration, licensing, and filing requirements Tax Analysis & Advisory...  ..., or related field CPA or other professional licensing... 
    Senior
    Permanent employment
    Full time
    Contract work
    Work at office
    Local area

    SOLV Energy

    San Diego, CA
    1 day ago
  •  ...Tax Senior – Public Accounting | Hybrid | Growth-Focused CPA Firm Are you ready to take the next step in your public accounting career with a firm that values flexibility, collaboration, and career growth? We’re partnering with a nationally respected CPA firm that offers... 
    Senior
    Work at office
    Local area
    Remote work

    Solid Rock Recruiting LLC

    San Diego, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Senior Tax Manager (CPA required). Be the first to apply!