Overview
An organization is seeking an experienced Tax Manager to join their Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves reviewing, analyzing, and building strategies to develop and maintain client relationships throughout the tax process.
Responsibilities
- Provide tax compliance and consulting services to a diverse base of high-net worth individuals, partnerships, and corporations.
- Oversee complex tax research projects across various clients and industries.
- Collaborate with clients to minimize federal, state, and local tax liabilities.
- Supervise tax associates' assignments and manage day-to-day delivery of tax consulting services.
- Develop and motivate tax seniors and associates by reviewing their work and providing counseling, leadership, and career guidance.
- Manage multiple engagements, ensuring timely and efficient delivery of high-quality products.
Requirements
- Minimum of 4 years of public accounting experience with an emphasis on tax.
- BS/BA degree in Accounting or a related field; Master's degree is a plus.
- Licensed CPA or EA certification.
- Proven capability to research complex tax issues with exposure to a variety of entities and industries.
- Extensive experience in researching tax issues related to various entities and individual tax matters.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation abilities.
- Proactive thinking and initiative.
- Experience in developing and training associate-level professionals.
- Commitment to sustainable workplace practices, including supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives, and aligning with organizational values.
Location
Santa Rosa, CA; Sacramento, CA
Category
Partnership Tax
Seniority Level
Manager
Important Dates
- Posted: August 6, 2026
- Expires: September 3, 2026