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

Tax Manager (Wealth Management Firm)

$120k - $150k

Oxford Tax Recruiting

The Tax Manager supports a high‑net‑worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. This role is ideal for someone who enjoys client service without the traditional public‑accounting pressures of billable hours, audit work, or business development. The environment emphasizes work/life balance, collaboration, and direct client interaction. Key Responsibilities Tax return preparation — Prepare, review, and sign returns for individuals, trusts, and entities. Estimates & projections — Develop quarterly estimates and forward‑looking tax projections. Client communication — Provide clear, timely updates on all tax‑related matters. Tax research — Identify and communicate impacts of tax law changes. Issue resolution — Work with staff to respond to tax notices and review correspondence. Team mentorship — Guide and support junior tax team members. Qualifications 5+ years of public accounting or equivalent experience Bachelor’s in Accounting or related field CPA or EA required; Master’s in Tax preferred Strong technical tax knowledge and general accounting skills Highly organized, detail‑oriented, and able to manage high‑volume workloads Excellent communication skills and ability to explain complex concepts clearly Standard business hours, with occasional extended hours during tax season Hybrid or office‑based setup; must be able to work in a professional, interruption‑free environment Routine sitting/standing; minimal physical requirements Base salary range: $120,000–$150,000 Comprehensive benefits package including medical, dental, vision, life and disability insurance, paid parental leave, paid holidays, PTO, retirement plan with match, and additional wellness and family‑support programs #J-18808-Ljbffr Oxford Tax Recruiting

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Manager (Wealth Management Firm) in California, MO vacancy
  •  ...EisnerAmper is seeking a Tax Manager to join the Private Client Services practice. This role demands strong leadership, management of client...  ...’s Degree in Accounting and 4+ years in tax compliance. The firm values innovation, work/life balance, and continuous professional... 
    Suggested
    Private practice

    EisnerAmper

    California, MO
    2 days ago
  • $43 per hour

    Job Description Full-Time Tax Preparer - Tax & Accounting Firm (Beverly Hills/West Hollywood) Join a thriving boutique tax and accounting firm in the...  ...excellent communication skills Ability to multi-task and manage multiple returns during peak season Tax Preparation... 
    Suggested
    Full time

    PLATINUM FINANCIAL MANAGEMENT INC

    California, MO
    18 hours ago
  • Were Hiring | US Tax Corporate Tax Manager | ASC 740 BNC is hiring for a Corporate Tax Manager US Tax role with strong expertise in ASC 740 Tax...  ...stakeholders Requirements: CA or CPA - Mandatory Consulting Firm Experience Mandatory Strong communication & stakeholder... 
    Suggested

    The Corporate Institute

    California, MO
    3 days ago
  • Responsibilities Responsible for creating and maintaining the overall change management plan and supporting deliverables Develop and execute a...  ...) Prior public accounting experience with mid to large size firm(s) or other professional services experience (required) Core... 
    Suggested

    Jobtailor

    California, MO
    1 day ago
  •  ...leading recruitment agency is seeking experienced tax professionals for various roles from trainee to senior positions, including Manager, Director, and Partner. Opportunities span...  ...work directly with hiring managers from top firms and access to a vast global network,... 
    Suggested
    Traineeship

    Catalyst Labs

    California, MO
    6 hours ago
  • A leading recruiting firm is seeking a Remote Tax Director to develop tax strategies and oversee compliance for a Los Angeles-based company. Candidates...  ...a strong background in tax strategy, client relationship management, and team leadership with a minimum of 7 years of... 
    Remote work
    Flexible hours

    The Agency Recruiting

    California, MO
    2 days ago
  •  ...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in...  ...career while growing along with us? Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and... 
    Local area
    Worldwide

    Baker Tilly US

    California, MO
    2 days ago
  • $113.4k - $169.4k

     ...Tax Manager - Real Estate Department: Tax Employment Type: Full Time Location: United States Reporting To: Anna Baker Compensation: $113,...  ...mentor staff, strengthen internal processes, and contribute to firm-wide initiatives. The role is open to candidates across the U.S... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Sensiba LLP

    California, MO
    1 day ago
  • $281.75k - $402.5k

     ...beginning, our goal was to establish an advisory firm that stands apart from the rest - one that...  ...the foundation for future success. As a Managing Director at CrossCountry Consulting, you...  ...of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc.,... 
    Local area
    Relocation
    Flexible hours

    CrossCountry Consulting

    California, MO
    1 day ago
  • Responsibilities Deliver high‑level tax consulting, compliance, and controversy support...  ...matters affecting ultra‑high‑net‑worth clients. Manage multiple projects in a fast‑paced,...  ...methodologies, and policies. Contribute to the firm’s reputation through speaking engagements,... 
    Work at office

    Jobtailor

    California, MO
    4 days ago
  • $113.4k - $169.4k

    Tax Manager - High Net Worth / Estates & Trusts Department: Tax Employment Type: Full Time Location: United States Reporting To: Eldy Lopez...  ...& Trusts role is a pivotal leadership position within the firm, offering the opportunity to oversee and manage a diverse portfolio... 
    Full time
    Local area
    Immediate start
    Remote work
    Flexible hours

    Sensiba LLP

    California, MO
    4 days ago
  • Sensiba in California is seeking a Tax Manager for High Net Worth, Estates & Trusts. This crucial leadership position involves managing tax engagements and leading a team of tax professionals. The role emphasizes client service excellence, strategic tax planning, and business... 
    Remote job

    Sensiba

    California, MO
    4 days ago
  •  ...Tax Director - Private Client Services page is loaded## Tax Director - Private Client Serviceslocations...  ...largest and fastest growing accounting and advisory firms in the industry* You will have the flexibility to manage your days in support of our commitment to work/... 
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    California, MO
    3 days ago
  • A well-established CPA firm in Los Angeles is seeking an experienced Senior Tax Director to lead a team of tax preparers and manage client communications. This position offers a competitive compensation package starting at $225k, with additional bonuses and benefits. Candidates... 
    Work at office
    Remote work

    Gerber & Co LLP

    California, MO
    2 days ago
  • $190k - $220k

    ## Senior Tax ManagerApplyremote type: Hybridlocations: Encino, CA: Norfolk, VA: Reston,...  ...planning. This position is due to growth. The firm has steadily grown each and every year...  ...developing solutions, and flexible enough to manage multiple priorities. **About us:**Our... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Cerity Partners

    California, MO
    3 days ago
  • $78k - $92k

     ...work environments and our passion for health and wellness, our Firm wants people who live their best lives, for themselves, their family...  ...and auditing assignments under the direction of supervisor, manager, senior manager, principal, or partner. Demonstrates competency... 
    Local area
    Worldwide
    Flexible hours
    Day shift

    GHJ

    California, MO
    3 days ago
  •  ...About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with...  ...thoughtful strategy and creative problem-solving. Job Title: Audit Manager Department: Audit & Accounting Position Overview The Audit... 
    Work at office

    Socket

    California, MO
    3 days ago
  • A leading consulting firm is seeking an Interim Payroll Manager in Los Angeles. The role requires overseeing payroll operations while partnering with senior leadership and mentoring junior team members. Candidates must have over 10 years of payroll experience across various... 
    Contract work
    Interim role

    Korn Ferry

    California, MO
    2 days ago
  • $65k - $110k

     ...top 10 national professional services firm where our purpose is to create...  ...communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing practices...  ...the two-year level. Collaborate with managers/principals to ensure effective communication... 
    Internship
    Local area

    CliftonLarsonAllen Wealth Advisors, LLC

    California, MO
    4 days ago
  • **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships...  .... But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the... 
    Work experience placement
    Work at office

    Nuveen

    California, MO
    3 days ago
  • $250k

    Senior Wealth Management Advisor_Multiple locations (CA/NY/FL/GA/IL/TX/CO)_Full-Time(FTE)_Direct Hire Hi, Trust this finds you well! I came...  ...IL / Dallas, TX / Denver, CO with a leading asset management firm. The compensation range is $250K-$450K. Please find below the... 
    Full time

    Bestinfo Systems LLC

    California, MO
    2 days ago
  • MFS International Australia Pty Ltd seeks a Senior Regional Consultant for Wealth Management, focusing on driving sales through RIA firms and Private Banks in California, Nevada, and Hawaii. This role involves developing sales strategies, managing client needs, and ensuring... 
    Remote job

    MFS International Australia Pty Ltd

    California, MO
    1 day ago
  • A specialized tax consulting firm is seeking a Director of Business Development to promote their tax services and develop new client relationships. This role involves engaging with CPA groups and businesses to understand their needs while adapting to a fast-paced environment... 

    Align Tax Consulting

    California, MO
    1 day ago
  • Oxford Tax Recruiting is seeking a Tax Manager to support a high-net-worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. The role emphasizes work/life balance, collaboration, and direct client interaction, with standard... 
    Work at office
    Flexible hours

    Oxford Tax Recruiting

    California, MO
    3 days ago
  • A leading tax consulting firm in Los Angeles is seeking a Director of Business Development to drive sales strategies and cultivate relationships with key partners. The ideal candidate will have a proven track record in consultative sales, possess excellent communication... 
    Remote job

    Capstan Tax Strategies

    California, MO
    4 days ago
  •  ...About the job US / European - Tax Manager / Senior / Director General Interest About Us: Catalyst Labs is a recruitment agency specializing...  ...in public accounting, corporate tax departments, or top Law firms. Prior experience in a top tax firm or Big 4. Strong... 
    Traineeship

    Catalyst Labs, LLC

    California, MO
    2 days ago
  •  ...recruiter to learn more. Reporting directly to the Director of Tax, the Senior Tax Manager will lead day-to-day tax operations and oversee all aspects...  ...financial reporting, ideally within a public accounting firm and/or corporate tax department. Proficiency in Microsoft... 
    Contract work
    Work at office
    Local area
    Remote work

    LHH

    California, MO
    1 day ago
  •  ...Crowe in the United States is seeking a senior tax professional to deliver high‑level consulting, compliance, and controversy support...  ...trust matters affecting ultra‑high‑net‑worth clients. You will manage multiple projects in a fast‑paced, collaborative environment with... 
    Work at office

    Jobtailor

    California, MO
    2 days ago
  • $99k - $266k

     ...At PwC, our people in tax services focus on providing advice and guidance to clients on...  ...leveraging team member’s unique strengths, and managing performance to deliver on client...  ...opportunities that contribute to the success of our Firm. You are expected to lead with integrity... 
    H1b
    Local area

    PricewaterhouseCoopers

    California, MO
    4 days ago
  •  ...Responsibilities Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high‑net‑worth individuals, multi‑...  ...accuracy, efficiency, and scalability. Coach and mentor managers and senior associates through goal‑setting, feedback, and... 
    Full time
    Local area

    Jobtailor

    California, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager (Wealth Management Firm). Be the first to apply!