Tax Manager – High Net Worth Individuals
Location
California
Posted
4 days ago
Salary
$113.4K - $169.4K / year
Seniority
Lead
Job Description
Tax Manager – High Net Worth Individuals
Sensiba LLP
• Oversee and manage a diverse portfolio of tax engagements. • Lead a team of tax professionals, ensuring timely and accurate completion of tax returns. • Provide strategic tax planning advice to clients. • Cultivate and maintain strong client relationships. • Work with the partner in delivering planning opportunities and tax solutions to clients. • Play a key role in business development initiatives, identifying new opportunities for growth and expanding our client base.
Job Requirements
- Bachelor's degree in accounting or related field is required.
- CPA or EA license is required.
- 7-8+ years of experience preparing and reviewing tax returns required.
- Master's degree in accounting, tax, or related field is preferred.
- Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts.
- Manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust tax filings.
- Conduct tax research and stay up to date with federal, state, and local tax laws.
- Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations.
- Implement and maintain rigorous quality control procedures throughout all stages of client engagements.
- Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies.
- Ensure adherence to professional standards with existing clients to deepen engagement and drive additional business opportunities.
- Expand the firm's client base by networking within the business community and leveraging personal and professional connections.
- Mentor, train, and develop junior team members, fostering their professional growth and development.
- Collaborate with partners and senior managers on complex tax matters and firm initiatives.
Benefits
- Comprehensive Health Coverage – Medical, dental, and vision.
- Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
- Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
- Flexible Work Arrangements – Hybrid or remote options, flexible hours.
- Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
- Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
- Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
- Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.
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