Tax Manager/High Net Worth
Delagnes Mitchell & Linder LLP
We Are a Group Of Talented Individuals With a Passion for Finding Creative Solutions That Effectively and Efficiently Meet Our Client Expectations. Delagnes, Mitchell & Linder, LLP provides a wide range of tax services for our clients. Since 1981, our primary focus has been high net worth individuals, their related tax challenges, tax planning and tax preparation. We do not do Audit nor International. We are looking for a leader! Someone who can see themselves as partners in the future. The ideal candidate will be involved in overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws. Key Responsibilities Manage and review complex federal, state, and local tax returns for individuals, partnerships, corporations, and trusts Lead tax planning and consulting engagements, identifying opportunities to minimize tax exposure and support client goals Serve as the primary point of contact for assigned clients, building and maintaining strong, long-term relationships Research and interpret tax laws and regulations; provide clear guidance on complex technical matters Oversee multiple engagements simultaneously, ensuring deadlines, budgets, and quality standards are met Supervise, mentor, and develop tax staff and managers; provide performance feedback and coaching Review workpapers and returns to ensure accuracy, compliance, and adherence to firm standards Assist with IRS and state tax audits, examinations, and correspondence Collaborate with partners and leadership on firm initiatives, workflow management, and business development efforts Stay current on changes in tax laws, regulations, and industry trends Qualifications Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred) Minimum of 15 years of progressive tax experience in public accounting Strong technical knowledge of federal and state tax regulations Proven leadership and team management experience Excellent analytical, organizational, and problem-solving skills Strong communication and client service skills Ability to manage multiple priorities in a deadline-driven environment Proficiency with tax software and Microsoft Office applications. Lacerte a plus Preferred Skills Experience with complex tax planning and high-net-worth clients Exposure to multi-state taxation and entity structuring Prior experience managing or training managers and senior staff #J-18808-Ljbffr Delagnes Mitchell & Linder LLP
$165k - $240k
...and future leadership development.Senior Tax ManagerWell-established boutique CPA and advisory firm is seeking a Senior Tax Manager to join its growing team. This is an outstanding... ...who enjoys working directly with high-net-worth individuals and families, values long-term...High net worth- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities... ...professionals by training and working together to serve our high net worth clients with timely responses to their needsSupervises...High net worthWork at office
$125k - $150k
...LinkedIn or email to start a conversation.Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000-$150,000 Base +... ..., collaborative team and is looking for an experienced Tax Manager to join the organization and play an important...High net worthRemote work$135k - $230k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...Client services. This Tax Senior Manager role will be based out of one of our Los... ...your time: Leading the review of complex high-net-worth individual, fiduciary, gift and estate and...High net worthFull timeLocal area- ...remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff....High net worthRemote work
- ...Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent... ...S-corp, trust, estate, gift, and state tax returns Deliver proactive tax planning... ...Client Services preferred Demonstrated management, analytical, organization, interpersonal...High net worth
$124k - $335k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b- ...Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered. Responsibilities: Review complex Federal... ...experience ~ Recent or current experience servicing High Net Worth and/or Family Office clients ~ Proficient with use of GoSystem...High net worthWork at office
$115k - $165k
...autonomy to reach your goals. EisnerAmper is seeking a Sales Tax Consulting Manager to join our State and Local Tax (SALT) practice. We are... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations,...High net worthFull timeLocal area$220k
...HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San... ...independent CPA firms is looking for a Senior Tax Manager with a clear path to partnership. They... ...your corner with you. You’ll work with high-net-worth individuals and families ($20M to $1B+)...High net worth- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance and... ...and Corporations). This role involves high-level technical review, tax planning, and... ...tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered entities...High net worth
$120k - $160k
...your goals. What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...High net worthFull timeWork at officeLocal area$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...High net worthFull timeH1bRemote work- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...position offers the opportunity to join a high-performing, high-growth team while working... ...-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthFull timeLocal areaRemote work
$112k - $150k
...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families,... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is...High net worthPrivate practiceWork at office$240k - $280k
...Senior Tax Manager Senior Tax Manager - High Net Worth, CPA, Senior Tax Manager San Francisco, CA Full-Time Hybrid $240,000 - $280,000 /yr We are a boutique CPA firm in San Francisco handling tax strategy for ultra-high-net-worth (UHNW) families with assets from...High net worthFull timeCasual workWork at office$135k - $175k
...Tax Manager A nationally established public accounting and advisory firm is seeking a Tax Manager to join its San Francisco office... ...and state tax returns for corporations, partnerships, and high-net-worth individuals Perform technical tax research and develop practical...High net worthWork at office$115k - $210k
...requires hands-on involvement in reviewing tax returns and working directly with staff,... ...estate funds, private foundations, and high-net-worth and ultra-high-net-worth individuals.... ...conclusions to staff, partners, and clients Manage, supervise, and mentor staff, including...High net worth- Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent... ...S-corp, trust, estate, gift, and state tax returns Deliver proactive tax planning... ...Client Services preferred Demonstrated management, analytical, organization, interpersonal...High net worth
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...High net worthWork at office- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...High net worth
- ...Job Description Job Description Tax Manager, UHNWI A dynamic CPA firm is looking to add a Senior Tax Manager to their team in... ...software and Microsoft Office (Lacerte a plus) ~ Experience with complex tax planning and high-net-worth clients strongly desired...High net worthFull timeWork at office
$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,000.00 - $200,000.00 per year Job description: Note: This... ...held companies, family businesses, entrepreneurs, and high-net-worth individuals across California and beyond. With decades of advanced...High net worthWork at officeRemote workRelocationFlexible hours$124k - $335k
...Fixed-Term seasonal employee, you'll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial... ...optimize client tax positions and strategies Managing and coaching teams to solve complex tax-...High net worthFixed term contractSummer workSeasonal workH1bRemote work$125k - $175k
...compelled to ask the questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing, analyzing, and... ...Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves managing...High net worthPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours- Jobot, based in California, is seeking a Senior Tax Manager with 7+ years of public accounting experience serving ultra-high-net-worth individuals. The role is hybrid and located in San Francisco or San Jose, with a strong client base including pre-IPO and executives....High net worth
$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b- Baker Tilly seeks a Tax Manager for its Private Wealth/PCS team in Northern California to deliver tax compliance and advisory services to high-net-worth individuals and family offices. You will work closely with firm leadership to serve clients, build the business, and...High net worth
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...High net worthFlexible hours
$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San... ...complicated tax matters in the state and local, high net worth, international, research and development...High net worthFull timeLocal areaWorldwide
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