UHNW Senior Tax Manager (CPA required)

Top 50 CPA firm

This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $180,000 - $230,000 per year

A bit about us:

Based in San Jose, CA we are a fast-growing Public Accounting Firm that is dedicated to bringing our clients much needed services not offered at most firms. We are well known and come highly recommended by those we have consulted for. Our services do include traditional Tax, Auditing, and Advisory.

Why join us?

• Highly Competitive Base Salary
• Extremely Competitive Benefits Package
• Accelerated Career Growth

Job Details

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. 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

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>