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Private Wealth Tax Manager — Estate & Gift Strategy
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-09-04
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a senior tax professional to provide compliance and consulting services to high-net-worth individuals, multi-generational families, and family offices. You will lead complex returns (individual, trust, estate, gift) and deliver proactive planning for federal estate and charitable strategies.
You will mentor staff, build client relationships, stay current with tax law, and work closely with firm leadership to grow the business.
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