Private Tax - FPW - Seasonal Senior Manager

Overview

This fixed-term seasonal role is with the organization’s Tax Compliance team, supporting tax services for high-net-worth individuals. The position is designed around delivering tax planning and compliance assistance aligned with clients’ financial planning and wealth transfer goals.

A fixed-term seasonal employee works for a defined period (3–6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. Engagements occur during key seasonal tax periods (Summer/Fall or Winter/Spring). Based on business needs and performance, employees may be invited to return for future engagements.

Responsibilities

• Provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
• Lead strategic tax advisory projects, leveraging skills and industry knowledge to deliver quality results
• Navigate complex tax regulations to optimize client tax positions and strategies
• Manage and coach teams to solve complex tax-related challenges and drive project success
• Apply systems thinking to identify underlying tax problems and opportunities for clients
• Craft and convey clear, impactful messages that tell a holistic story to clients
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complex situations, demonstrating composure and sound judgment
• Develop and sustain high-performing, diverse, and inclusive teams within the tax services domain
• Initiate open and honest coaching conversations to enhance team effectiveness and growth

Requirements

• At least a Bachelor's degree
• At least 6 years of experience
• At least one of the following (may qualify):
  • Certified Public Accountant
  • Member of the Bar
  • Other tax, technology, or finance-specific credentials

Preferred Qualifications

• Advanced skills in tax compliance and consulting
• Ability to excel in strategic planning and analytical thinking
• Experience in corporate tax planning and direct tax
• Experience in partnership tax and wealth structuring
• Experience leading teams through complex tax legislation and compliance
• Ability to craft impactful messages that tell a holistic story
• Ability to apply systems thinking to identify opportunities and challenges

Compensation & Benefits

• Salary range: $124,000 - $335,000
• Actual compensation within the range will be dependent on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
• Annual discretionary bonus eligibility for all hired individuals.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Equal Opportunity and Fair Chance Notice

• The employer is an equal opportunity employer and considers qualified applicants for employment without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or any other status protected by law.
• For qualified applicants impacted by applicable fair chance ordinances where required (Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, the San Diego County Fair Chance Ordinance, and the California Fair Chance Act), arrest or conviction records will be considered in accordance with those laws.

Additional Notes

• The employer does not intend to hire experienced or entry level job seekers who would need sponsorship through the H-1B lottery now or in the future, except as set forth in the stated policy.
• Applications are accepted until the position is filled or the posting is removed, unless otherwise specified.