Tax Supervising Senior

As a Tax Supervising Senior in the Private Client Advisors (PCA) practice, you will serve as a key technical asset and frontline supervisor managing sophisticated tax compliance, consulting, and wealth-preservation workflows. This role caters to ultra-high-net-worth individuals (UHNWIs), multi-generational families, tech executives, entrepreneurs, and owners of closely-held pass-through entities. Based out of our San Ramon or San Jose office, you will blend complex compliance execution with the active mentorship, training, and supervision of staff accountants and interns.

Reports to:

PCA Tax Manager / Senior Manager / Director
Supervises: PCA Tax Staff Accountants and Interns

• Review and prepare highly complex federal and multi-state tax returns for high-net-worth individuals (Form 1040), complex trusts (Form 1041), gift tax returns (Form 706/709), and private foundations (Form 990-PF).
• Analyze and oversee compliance for closely-held business entities often tied to family wealth, including S-Corporations (Form 1120-S), Partnerships, and LLCs (Form 1065).
• Address sophisticated private client tax issues, such as multi-state residency shifts, equity-based compensation (ISOs, NSOs, RSUs), passive activity limitations, alternative minimum tax (AMT), and net investment income tax (NIIT).
• Perform technical research on complex, evolving tax regulations utilizing authoritative platforms (RIA Checkpoint, BNA) and draft comprehensive technical memorandums supporting client wealth strategies.
• Partner with PCA leadership on proactive, year-round tax planning, including charitable giving strategies, estate freeze techniques, and generational wealth transfers.

• Act as the frontline supervisor for the engagement pipeline, delegating tax return preparation tasks to maximize team capacity and meet strict deadlines.
• Provide daily technical guidance, workpaper review, and constructive on-the-job feedback to staff accountants and interns.
• Train junior team members on specialized private client software ecosystems, including CCH Axcess, XCM workflow manager, and Sure Prep/1040
  
  SCAN.
• Monitor progress against project budgets, ensuring timely preparation of deliverables while accurately managing personal and team time entries.
• Analyze billing metrics and assist leadership with accounts receivable and collections from clients.

• Serve as a direct point of contact for clients, family offices, and their trusted third-party advisors (including estate attorneys and investment managers) to collect data and resolve open items.
• Draft professional responses and defensive strategies to address notices, inquiries, and audits from the IRS and state taxing authorities (such as the California Franchise Tax Board).

• Education:
  
  Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related field.
• Experience:
  
  Minimum of 3 years of public accounting experience, with a clear focus on high-net-worth individuals, trusts, estates, or private client services.
• Management Track:
  Minimum of 1 year of formal or informal experience supervising the work of others, including reviewing work papers or onboarding junior staff.
• Licenses:
  Active U.S. Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation is strongly preferred, or actively sitting for the CPA exam.
• Technical
  
  Skills:
  
  Advanced proficiency with modern tax software ecosystems, specifically CCH Axcess Tax, GoSystem Tax RS, and electronic workpaper solutions.

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