Tax Manager, UHNW at Strategic Partners in Vineburg, California

Tax Manager, UHNWI

A dynamic CPA firm is looking to add a Senior Tax Manager to their team in San Francisco, CA. This is a great opportunity to be part of a well-established firm and positive work environment.

Key Responsibilities:

• Manage and review complex tax returns for individuals, partnerships, corporations, and trusts
• Lead tax planning, consulting, and research to minimize client tax exposure
• Serve as primary client contact, overseeing multiple engagements for deadlines, budgets, and quality
• Supervise and mentor tax staff, and assist with IRS/state audits and correspondence
• Collaborate with leadership on firm initiatives and stay current on tax law changes

Comp:
Up to 155K Full-time/ Direct-hire On-site in San Francisco office

Requirements:

• 10-15+ years of progressive tax experience in public accounting
• CPA a must.
• Bachelor's in Accounting/Finance (Master's in Taxation preferred)
• Strong technical knowledge of federal and state tax regulations
• Proven leadership/management experience
• Proficiency with tax software and Microsoft Office (Lacerte a plus)
• Experience with complex tax planning and high-net-worth clients strongly desired