Tax Manager - High Net Worth Tax

Overview

Location: Woodland Hills, CA

Work Arrangement: In-office, Hybrid, or Remote (California Preferred)

This role involves serving as a Tax Manager within a high-net-worth tax practice, focusing on assisting individual tax clients with wealth transition across generations.

Responsibilities

• Prepare and review complex tax returns including individual, fiduciary, corporate, partnership, and non-profit returns by required deadlines.
• Analyze tax situations of individuals, trusts, and estates to maximize tax benefits.
• Supervise staff to ensure accurate and timely completion of tax returns following firm processes.
• Collaborate with clients to develop wealth transition plans addressing cash flow projections, income distribution, business succession, estate preservation, and estate plan flow.
• Interpret and review legal documents related to estate and business succession planning.
• Conduct technical research on individual, trust, and estate planning and compliance matters.
• Advise and coach team members, providing recognition and encouragement.
• Manage client relationships by proactively identifying solutions that enhance client experience.
• Support business development by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the organization at networking events and industry functions.

Requirements

• Bachelor's degree in Accounting.
• Active CPA license, law degree, or Enrolled Agent (EA) certification.
• Minimum of 5 years of public accounting tax experience, including work with individual, fiduciary, gift, and estate tax returns.
• Strong knowledge of tax accounting principles and IRS regulations.
• Expertise in individual income tax and estate tax planning.
• Experience with flow-through entities and private foundations is a plus.
• Commitment to staying current with evolving tax regulations and policies.
• Excellent verbal and written communication skills.
• Experience in business development and networking.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

Compensation & Benefits

• Salary range: $123,000 - $153,000, with final compensation based on geography, experience, education, skills, and internal equity.
• Benefits include generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Location

Woodland Hills, California, with options for in-office, hybrid, or remote work (preference for California-based candidates).