Tax Manager - Private Client Services (PCS) Relocation Assistance Available

Overview

An organization is seeking an experienced and client-focused Tax Manager to join their Private Client Services (PCS) team. This role involves working exclusively with Ultra High Net Worth (UHNW) individuals and families, providing tax compliance and consulting services.

Responsibilities

• Provide tax compliance and consulting 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 through work review, counseling, leadership, and career guidance.
• Manage multiple engagements, ensuring timely and efficient delivery of high-quality products.

Requirements

• Minimum of 4 years' experience in public accounting with an emphasis on tax.
• BS/BA degree in Accounting or related field; Master's degree is a plus.
• Licensed CPA or EA certification.
• Proven capability to research complex tax issues with exposure to various entities and industries.
• Extensive experience in researching tax issues related to diverse 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

Positions available in Sacramento, CA and Santa Rosa, CA.

Additional Information

• Category: Partnership Tax
• Seniority Level: Manager
• Posting Date: July 20, 2026
• Application Deadline: August 19, 2026