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Tax Manager - High Net worth

GTN Technical Staffing

Solana Beach, CA

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Development, Business Plan, Cash Flow, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Distribution Channel, Estate Planning, Federal Tax, Fiduciary, High Net Worth, Income Tax, Leadership, Legal, Maintain Compliance, Mentoring, Nonprofit, Presentation/Verbal Skills, Proposal Development, Public Accounting, Quality Control, Quality Metrics, Regulatory Compliance, Risk Analysis, Risk Management, Sales Management, State Tax, Succession Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Lead/Manager, Team Player, Technical Research, Technical Writing, United States Citizen, Writing Skills
LOCATION
Solana Beach, CA
POSTED
30+ days ago

Tax Manager - High Net Worth




HIGHLIGHTS
Location: Solana Beach, CA, US (Onsite or Hybrid) 
Position Type: Direct Hire
Hourly / Salary: BOE
Residency Status: US Citizen or Green Card Holder ONLY




Overview
If you are energized by the strategic side of taxation as much as the technical execution, this Tax Manager –High-Net-Worth role offers the opportunity to deliver sophisticated tax advisory and wealth transition planning services. You will partner with high-net-worth individuals, families, and their advisors to navigate complex individual income tax, fiduciary tax, gift tax, and estate tax matters, while providing leadership within a collaborative public accounting environment.

This role blends advanced tax compliance, estate and trust planning, client relationship management, and team leadership, with meaningful exposure to multi-generational wealth strategies and business succession planning.
Key Responsibilities
Your work will combine technical expertise, advisory strategy, and leadership oversight, including:

  • Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, partnerships, corporations, and nonprofit organizations

  • Oversee fiduciary income tax (Form 1041), individual income tax (Form 1040), estate tax (Form 706), and gift tax (Form 709) engagements

  • Evaluate tax positions across individuals, trusts, and estates to identify tax planning opportunities, income distribution strategies, and estate preservation solutions

  • Lead full-cycle tax compliance and tax planning engagements, ensuring adherence to IRS regulations and quality control standards

  • Interpret estate planning documents, trust agreements, and succession planning instruments to align tax strategies with legal structures

  • Conduct and document technical tax research on complex trust, estate, and wealth transfer issues

  • Collaborate with attorneys, financial advisors, and internal teams on business succession planning, cash flow modeling, charitable giving strategies, and private foundation compliance

  • Provide proactive client advisory services, delivering clear guidance on wealth transfer, risk mitigation, and tax efficiency

  • Review workpapers, mentor staff, and support performance development to strengthen technical competency and engagement management skills

  • Contribute to business development initiatives, including proposal development, client relationship expansion, industry research, and professional networking
Qualifications

  • Bachelor’s degree in Accounting

  • Active CPA license required;JD or Enrolled Agent (EA) certification also considered

  • 5+ years of public accounting experience with a focus on high-net-worth tax compliance and estate planning

  • Strong technical foundation in tax accounting principles, IRS regulations, fiduciary taxation, and wealth transfer tax law

  • Demonstrated experience with individual income tax, estate and gift tax, trust taxation, and flow-through entity taxation

  • Exposure to private foundations and nonprofit tax compliance preferred

  • Ability to manage complex engagements with strong analytical skills, attention to detail, and risk assessment capability

  • Excellent written and verbal communication skills, with the ability to translate complex tax concepts into practical client guidance

  • Proven ability to build long-term client relationships and contribute to firm growth initiatives







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About the Company

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GTN Technical Staffing

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