Tax Manager, Private Client Advisors

ATRSan Jose, California

$120,000 - $166,000 / year

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Overview

Schedule

Full-time

Education

CPA

Career level

Director

Remote

On-site

Compensation

$120,000-$166,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Title: Tax Manager, Private Client Services

Location: San Ramon/San Jose CA

Salary: $120,000 – $166,000

Overview:Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice. This role is responsible for managing tax compliance and advisory engagements for high-net-worth individuals and their closely held businesses, supporting business development, and coaching the next generation of tax professionals — within a firm that prioritizes career growth, flexibility, and a collaborative work environment.

Key Responsibilities

Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns
Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
Review and confirm assignment objectives, scope, and work plans with clients
Ensure appropriate resource assignment across engagement roles
Analyze billing and assist with accounts receivable collections
Assist with new business development, extended services, and tax issue recognition for existing clients
Seek regular client feedback on assignment progress and overall performance
Coach and mentor staff and seniors on client engagements and career development
Consult with high-net-worth clients and their advisors on income tax planning, trust, estate, and inheritance tax planning

Qualifications

Bachelor's degree in Accounting, Tax, Finance, or a related discipline
CPA, JD, or EA designation (must be qualified to practice before the IRS)
Minimum 4 years of US tax consulting/compliance experience within public accounting
Minimum 1 year in a managerial role involving clients and team members

Preferred

Master's degree in Taxation

Benefits

Medical, dental, and vision coverage
Generous PTO and paid sick time
Flexible work arrangements
401(k) with profit sharing
Wellness program
Generous parental leave
11 paid holidays

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FAQs About Tax Manager, Private Client Advisors Jobs at ATR

What is the work location for this position at ATR?

This job at ATR is located in San Jose, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at ATR?

Candidates can expect a pay range of $120,000 and $166,000 per year.

What employment applies to this position at ATR?

ATR lists this role as a Full-time position.

What experience level is required for this role at ATR?

ATR is looking for a candidate with "Director" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by ATR for this role?

ATR offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Parental and Family Leave, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at ATR?

You can apply for this role at ATR either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.