Sr Tax Manager

Sr Tax Manager opportunity with an amazing Boutique Financial Services teamThis Jobot Job is hosted by: Bill ArtigaAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $130,000 - $150,000 per yearA bit about us:A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships.Why join us?

• Competitive compensation
• Quarterly & Annual bonus + Profit sharing
• 401k match, unlimited PTO
• Full benefits (medical, dental, vision)
• Hybrid schedule

Job DetailsWe are seeking a seasoned and driven Senior Tax Manager to join our dynamic Accounting and Finance team. This is a permanent position that provides a unique opportunity to work with high net worth individuals and play a pivotal role in their financial success. You will be responsible for managing tax planning, wealth transfer, investment income, and real estate tax. As a trusted advisor, you will also handle client-facing responsibilities, ensuring their wealth management needs are met with precision and care. This role requires a deep understanding of S Corp, 1040, K-1s, and a commitment to staying updated with the latest industry trends and regulations.Responsibilities:

• Lead and oversee the preparation and review of complex tax returns for high net worth individuals, including 1040, K-1s, and S Corp.
• Develop and implement strategic tax planning solutions for clients to optimize their wealth management.
• Manage client portfolios, ensuring accurate and timely filing of tax returns.
• Provide expert advice on wealth transfer strategies, investment income, and real estate tax.
• Build and maintain strong relationships with clients, acting as their trusted advisor in all tax-related matters.
• Collaborate with internal teams to ensure compliance with federal and state tax laws.
• Stay updated with the latest industry trends, tax regulations, and changes to ensure optimal client service and compliance.
• Mentor and guide junior team members, promoting a culture of learning and excellence.

Qualifications:

• A Bachelor's degree in Accounting, Finance, or related field. A Master's degree will be a plus
• Certified Public Accountant (CPA)
• Minimum of 5 years of experience in tax management, with a focus on high net worth individuals
• Proven experience with 1040, K-1s, tax planning, investment income, wealth transfer, and real estate tax.
• Strong knowledge of S Corp and wealth management strategies.
• Exceptional client-facing skills with the ability to build and maintain strong relationships.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work under tight deadlines.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button._{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}