Sr Tax Manager, High Net Worth & Retail - Public Accounting

Key Responsibilities

• Be a trusted helper for wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning strategies.
• Check and approve complex tax returns for individuals, corporations (both C and S types), partnerships, and estates across different states.
• Lead and guide a team of tax professionals, helping them with challenges, providing training, and ensuring quality work.
• Research complicated tax issues, such as how to set up businesses, manage estates and trusts, and find ways to save on taxes from investments.
• Handle IRS and State audits for clients, making sure to respond accurately and quickly to inquiries.
• Work with other accounting and advisory teams to provide complete services for clients, including bookkeeping, business valuations, and financial planning.
• Look for opportunities to help clients save money on taxes and identify any risks, using up-to-date knowledge of federal and California tax laws.
• Build strong relationships with clients by communicating regularly, holding yearly planning meetings, and quickly responding to their questions.
• Help the firm grow by working on client proposals and supporting business development efforts.

• Must have a CPA designation (active and valid in California).
• At least 7 years of experience in public accounting, especially working with wealthy individuals and small businesses on taxes.
• Ability to manage complicated tax situations with little supervision.
• Strong knowledge of federal and state tax laws, especially for businesses and high‑income individuals.
• Experience using tax software like Lacerte, Ultra Tax, or similar programs.
• Good leadership, project management, and communication skills.
• Ability to build trust and keep client information private in a busy, client‑focused environment.