Tax Manager - High Net Worth / Private Client Services

Exciting opportunity to join a dynamic middle market growing accounting firm, shape client success, and lead with expertise. Apply now!

This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $160,000 - $200,000 per year

A bit about us:

We are seeking a dynamic and highly skilled International Tax Manager to join our team. This is an exciting opportunity for a seasoned professional with a CPA certification and a minimum of 5 years of experience in the field.

Our new team member will be responsible for managing various aspects of international taxation, including but not limited to, tax compliance, tax planning, and tax accounting. This role requires a high level of technical expertise, strong organizational skills, and a passion for delivering exceptional results.

Why join us?

Compensation: $160,000 - $200,000 depending on years of exp. plus more below
Annual Raises
Annual Bonus
Strong 401K Match - dollar for dollar
5+ weeks PTO
Hybrid days a week in office

Job Details

Key Responsibilities

Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
Serve as a primary point of contact for clients, building and maintaining strong long-term relationships.
Identify tax-saving opportunities and provide proactive advisory services.
Manage, mentor, and develop tax managers and staff; review work and provide technical guidance.
Collaborate with partners on practice development and client growth initiatives.
Participate in business development efforts, including networking, proposal development, and client presentations.
Stay current on tax law changes and ensure compliance with all applicable regulations.
Qualifications

Must be able to work in the office a minimum of 3 days per week.
Bachelor's degree in Accounting from an accredited college/university required.
Active CPA license or EA certification required.
MST, JD, or LLM in Taxation a plus.
7-10 years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Deep technical expertise in individual, partnership, trust, and estate taxation.
Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
Proven experience managing client relationships and leading engagements
Strong leadership, communication, and interpersonal skills
Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

<sub>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</sub>