Tax Manager - UHNWI

UHNWI Tax Manager - San Francisco, CA - In-office with future hybrid

Base Compensation: $160-240k DOE

Our primary focus has been high net worth individuals and their corporations, their related tax challenges, tax planning and tax preparation.

“We are a group of talented individuals with a passion for finding creative solutions that effectively and efficiently meet our client expectations”

• Manage and oversee the preparation and filing of individual and corporate tax returns
• Develop and implement tax planning strategies to minimize tax liabilities for clients
• Conduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax‑savings opportunities
• Review and analyze financial data to ensure accuracy and completeness for tax purposes.
• Provide guidance and advice to clients on tax-related matters
• Supervise and mentor junior tax Associates
• Communicate effectively with clients, tax authorities, and other stakeholders

• Bachelors/Master’s Degree in Accounting, Finance or other related field.
• CPA certification a must
• Minimum of 4 years’ experience in individual and corporate taxes
• Ability to work independently and as part of a team
• Strong communication and interpersonal skills
• Proficient in tax preparation software

• Professional Development - we prioritize the growth and development of our employees. We offer ongoing training opportunities, mentorship programs, and support for professional certifications to help you reach your full potential.
• Diverse Clientele – Our firm has been working with a diverse range of High Net Worth clients since the 1980's, from Family businesses, Real Estate Holdings, Charitable Contributions and so much more. This variety provides our team members with exposure to different challenges, helping them expand their skills and knowledge.
• Innovative Technologies - We leverage cutting edge accounting tools and technologies to streamline processes and deliver superior results for our clients.
• Collaborative culture - Collaboration and Teamwork are at the core of our firms’ culture. We believe that by working together and sharing knowledge, we can achieve greater success for our clients and ourselves.