Tax Manager - High Net Worth Individuals

Overview

The Tax Manager – High Net Worth Individuals is a leadership role within the Tax department, overseeing and managing a diverse portfolio of tax engagements. This position involves leading a team of tax professionals, ensuring timely and accurate completion of tax returns, and providing strategic tax planning advice to clients. The role also supports partner-led planning opportunities and may contribute to business development by identifying new growth opportunities and expanding the client base.

Responsibilities

• Provide strong tax technical knowledge, including analytical research, critical thinking, and decision-making.
• Lead and manage tax engagement work to ensure timely, accurate completion of returns.
• Deliver innovative tax planning and review complex income tax returns.
• Conduct tax research and stay current on legislation and related issues, including understanding how tax laws impact specific industries.
• Manage the interplay of income tax and estate/gift tax planning and compliance.
• Prepare and/or review gift and estate planning work, including forms 709 & 706.
• Represent clients in tax audits.
• Maintain in-depth understanding of tax rules in areas of specialization.
• Provide leadership to mentor and develop team members.
• Communicate effectively with clients and internally via strong written and verbal skills.
• Build and maintain client relationships to support planning, compliance, and consulting services.
• Prioritize tasks, manage deadlines, and maintain high-quality standards in a fast-paced environment.
• Leverage professional connections to identify and pursue opportunities to expand the client base.
• Collaborate with partners and senior managers on complex tax matters and firm initiatives.
• Implement and maintain rigorous quality control procedures throughout client engagements.
• Identify process improvements and address operational inefficiencies.

Requirements

• Strong tax technical knowledge, including analytical research, critical thinking, and decision-making skills.
• Experience in gift and estate planning involving trusts, including preparation or review of forms 709 & 706.
• Experience and knowledge of the interplay of income tax (1040, 1041, 1065) and estate tax (709 & 706).
• Proficiency in tax preparation software and financial analysis tools.
• Experience in representing clients in tax audits.
• Leadership skills to mentor and develop team members.
• Strong communication skills, both written and verbal.
• Ability to prioritize tasks, manage deadlines, and maintain high-quality standards.
• Bachelor’s degree in accounting or related field (required).
• CPA or EA license (required).
• 7–8+ years of experience preparing and reviewing tax returns (required).

Preferred Qualifications

• Master’s degree in accounting, tax, or related field.

Compensation & Benefits

Compensation: $113,400 - $169,400 / year.

Salary ranges for U.S.-based positions are determined by geographic location and fall into pay zones reflecting the cost of labor in that area. Final offer amounts may vary from the ranges listed and may be adjusted over time, based on factors such as professional experience, skills, and qualifications.

Benefits package may include:

• 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 – discretionary bonuses
• Professional Development Opportunities – tuition reimbursement, certifications, mentorship
• Career Growth & Internal Mobility – advancement and role transitions
• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs

Location

San Jose, CA