UHNW Senior Tax Manager; CPA

Job Details

Salary: $180,000 - $230,000 per year

Top 50 CPA firm

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.

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

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.

• 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

• 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

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