Tax Manager – High Net Worth, Estates & Trusts

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

📋 Description

• Supervise and oversee a varied portfolio of tax engagements.

• Lead a team of tax professionals to ensure the timely and precise completion of tax returns.

• Offer strategic tax planning advice to clients.

• Build and sustain strong relationships with clients.

• Collaborate with the partner to deliver planning opportunities and tax solutions to clients.

• Play an essential role in business development efforts by identifying new growth opportunities and expanding the client base.

⛳️ Requirements

• A bachelor's degree in accounting or a related field is mandatory.

• A CPA or EA license is essential.

• 7-8+ years of experience in preparing and reviewing tax returns is required.

• A master's degree in accounting, tax, or a related field is preferred.

• Manage tax compliance, planning, and consulting services for high-net-worth individuals, families, estates, and trusts.

• Oversee and review complex tax returns, including those for corporations, partnerships, individuals, gifts, estates, and trusts.

• Conduct tax research and remain current with federal, state, and local tax laws.

• Develop innovative solutions for complex tax challenges, utilizing a comprehensive understanding of tax laws and regulations.

• Implement and uphold rigorous quality control measures throughout all phases of client engagements.

• Identify opportunities for process improvements within the firm and take proactive measures to address operational inefficiencies.

• Ensure compliance with professional standards for existing clients to enhance engagement and generate additional business opportunities.

• Broaden the firm's client base by networking within the business community and utilizing personal and professional connections.

• Mentor, train, and nurture junior team members, promoting their professional development and growth.

• Collaborate with partners and senior managers on intricate tax matters and firm initiatives.

🏝️ Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.

• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.

• Generous Paid Time Off – Vacation, sick time, holidays, parental leave, and volunteer days.

• Flexible Work Arrangements – Hybrid or remote options, flexible hours.

• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.

• Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.

• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.

• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.