Senior Tax Manager

Senior Tax Manager

San Mateo,CA, US

Established boutique CPA firm with a longstanding reputation for serving high-net-worth individuals, families, trusts, estates, and closely held businesses is seeking an experienced Senior Tax Manager to join its leadership team. This is a unique opportunity for a seasoned tax professional looking to take ownership of complex client engagements while progressing toward a Partnership Track role.

The ideal candidate will bring deep technical expertise in high-net-worth individual taxation, trust and estate planning, and client advisory services, along with a desire to help shape the future growth of the firm.

Experience: Manager

Salary: $170,000 - $200,000 per year

• Review and prepare complex federal and multi-state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses
• Develop sophisticated tax planning strategies and projections for clients
• Lead IRS examinations, notices, and tax controversy matters
• Serve as a trusted advisor and primary point of contact for key client relationships
• Review corporate, partnership, and individual tax engagements as needed
• Provide technical research and guidance on complex tax matters
• Collaborate with firm leadership on strategic initiatives and practice development
• Mentor and develop staff and senior-level team members

• CPA license preferred
• 10+ years of public accounting tax experience
• Strong expertise in high-net-worth individual, trust, and estate taxation reviewal experience
• Experience reviewing complex Forms 1040, 1041, 1065, 1120, and 1120S
• Advanced knowledge of federal and state tax laws and regulations
• Proven ability to manage client relationships and deliver exceptional service
• Strong analytical, communication, and problem-solving skills
• Ability to work independently while contributing to a collaborative team environment

Base salary: $170,000 - $200,000, commensurate with experience

Clear Partnership Track opportunity for the right candidate

• 2 days in office, 3 days remote
• 401(k) with employer match
• Medical, dental, and vision insurance
• Paid time off, sick leave, and paid holidays
  
  Professional development and continuing education support

Hybrid

This role is well suited for a Tax Manager, Senior Tax Manager, or Tax Director who enjoys working directly with high-net-worth clients and sophisticated trust and estate matters and is seeking a long-term leadership opportunity with a pathway to firm ownership.

Boutique Firm with strong high net worth clients, forward thinking, digital processes, and partnership track due to one of the partners retiring.

Our client is a boutique firm managing relationships with high net worth individuals. This role will lead into partner, as on of the partners is retiring.

#accounting-finance #gift #high-net-worth #tax-returns #individual #hnw #1120s #s-corp #tax-review #federal-and-state-tax #trust-and-estate #reviewal #tier3