Senior Tax Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main technical advisor for affluent individuals, families, and their associated entities.

• Analyze and manage intricate returns that involve various pass-through entities, trusts, multistate filings, and substantial investment activities.

• Supervise gift and estate tax filings while collaborating with clients' legal representatives, wealth managers, and other advisors.

• Deliver proactive tax planning and projections aimed at reducing liability and achieving long-term financial objectives.

• Directly supervise and mentor internal tax preparation staff.

• Manage workflow, performance, and training of offshore tax preparation teams.

• Prepare and submit complex tax returns for individuals, partnerships, corporations, and trusts.

• Oversee and evaluate federal, state, and local returns.

• Review complex returns and workpapers to ensure accuracy, completeness, and compliance.

• Serve as the ultimate point of review and technical expert on complex tax matters.

• Handle tax audits, inquiries, and correspondence with tax authorities.

• Assess workflows and enhance efficiency and accuracy through the use of technology and automation.

• Develop training materials and conduct sessions on new workflows and software.

• Function as a technical liaison between clients, tax authorities, and internal teams.

• Work in collaboration with other departments to provide comprehensive, coordinated client services.

⛳️ Requirements

• Active CPA license, Enrolled Agent (EA) credential, or both (mandatory).

• Over 8 years of progressive tax experience, including a minimum of 3 years in a management or supervisory capacity.

• Proven experience in preparing and reviewing complex returns for high-net-worth clients.

• Bachelor's degree in Accounting, Finance, Taxation, or a related discipline.

• Demonstrated experience in managing or coordinating with offshore teams.

• In-depth knowledge of individual, trust, and business tax planning strategies.

• Familiarity with tax, workflow, and communication software (e.g., UltraTax, G-Suite, CRM platforms).

• Willingness to travel occasionally if necessary.

• Background in accounting, financial advisory, and/or consulting services.

🏝️ Benefits

• Fully remote work.

• Medical, dental, vision, life, and optional life insurance.

• 401(k) with company matching.

• Unlimited paid vacation.

• Paid sick days.

• Paid holidays.

• Support for continuing education.

• Team-building events.