UHNW Senior Tax Manager (CPA required)

Job Details

• This is a great opportunity for someone who wants to work with a highly sophisticated client base and be part of a collaborative, high-performing team.
• The practice serves a wide range of complex individual clients, with a strong concentration in pre-IPO and public company executives, as well as clients involved in trade and investment partnerships across multiple industries.
• Experience with estate planning implementation through trusts is a plus for those working with the firm's larger individual clients.

What You'll Be Doing

• Reviewing complex returns and managing compliance, planning, projection, and advisory projects
• Anticipating and identifying client tax issues and delivering strategic, consultative solutions
• Corresponding directly with clients and managing overall project delivery
• Mentoring and developing junior team members — knowledge transfer is highly valued here
• Partnering with Directors and Partners on business development and strategic planning
• Identifying process improvements to drive quality and efficiency

What They're Looking For

• 7+ years of public accounting experience focused on complex ultra-high-net-worth individuals
• Active California CPA license required
• Bachelor's or master's degree with an emphasis in accounting or taxation
• Proven experience training and mentoring staff
• Someone who genuinely enjoys developing others and takes pride in the quality of their work

Location

• San Francisco or San Jose, hybrid with 3 days onsite per week- open to remote for candidates within California

A well-established and growing tax practice is looking for Senior Tax Managers with 7+ years of experience serving ultra-high-net-worth individuals in public accounting.