HNW Senior Tax Manager - Hybrid

About Us 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 into 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 Senior Tax Manager – High‑Net‑Worth Tax Practice 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. Salary: $120,000 – $160,000 per year Hosted by: Albert Simons Equal Opportunity Employer 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 #J-18808-Ljbffr Jobot