Senior Tax Manager

Award winning Wealth Management Firm!

This Jobot Job is hosted by:
Henry Chung
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $165,000 per year

A bit about us:

We are a team of experienced financial professionals dedicated to helping clients build clarity and confidence in their financial lives. Our integrated approach combines wealth management, tax strategy, and financial planning to deliver personalized solutions for individuals, families, and business owners.

We take pride in offering proactive, relationship-focused service and simplifying complex financial decisions so clients can focus on what matters most. Our mission is to help people live well today while planning wisely for tomorrow.

Why join us?

Benefits & Perks

401(k) with company match

Comprehensive health, dental, and vision coverage

Health Savings Account (HSA) options

Life and AD&D insurance

Short- and long-term disability coverage

Flexible work schedule

Generous paid time off

Supportive, people-first culture that values balance and well-being

Job Details

We’re looking for someone who thrives in a high-performing, supportive environment and genuinely enjoys helping clients through accounting, tax, or wealth solutions. Our culture is professional but not overly formal — we value clear communication, attention to detail, and doing what we say we’ll do. We also embrace efficiency and technology (you won’t find stacks of paper here).

What You’ll Do

Lead all aspects of tax compliance, planning, and reporting for clients

Manage and mentor team members to support their growth and success

Build lasting relationships with clients and become their trusted advisor

Stay current on tax laws and regulations to provide proactive guidance

What We’re Looking For

A sharp CPA with 10+ years of experience

Strong tax expertise, especially with passthrough entities, trusts, or high-net-worth clients

A naturally positive attitude and commitment to exceptional client service

Someone who enjoys leveraging technology to work smarter, not harder

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

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.

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