Tax Senior Manager - Private Client Services

Overview

A leading accounting and advisory firm is seeking a Tax Senior Manager to join their Private Client Services (PCS) practice. This role involves overseeing multiple client engagements, contributing to business development, marketing, and recruitment efforts, and providing leadership to foster professional growth within the team. The position offers a hybrid working model with flexibility in office location, including an option in La Jolla.

Responsibilities

• Supervise and lead a team while fostering strong client relationships.
• Collaborate closely with partners in an entrepreneurial environment focused on exceptional client service and tax expertise.
• Oversee tax planning and compliance for ultra-high net worth individuals and their families, especially clients in financial services such as hedge funds, private equity, and investment-related individuals.
• Apply comprehensive knowledge of hedge fund K-1 treatment and maintain working understanding of trusts, estates, gifts, and charitable entities.
• Engage directly with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Review complex tax returns and maintain regular client communication.
• Cultivate relationships with clients, staff, and external third-party vendors.
• Provide training, supervision, and performance evaluation for staff members.
• Travel locally to client locations as needed.
• Actively solicit new client relationships and participate in seminars to expand networking.
• Stay current on tax laws, regulations, and accounting standards, applying new knowledge proactively.
• Collaborate with other tax professionals to coordinate efforts and ensure efficient service delivery.
• Hold self and direct reports accountable for achieving developmental goals.

Requirements

• Bachelor’s Degree in Accounting or equivalent field.
• Minimum of 10 years of progressive tax experience providing compliance and consulting services to high-net-worth individuals.
• At least 8 years of tax compliance experience specializing in complex technical individual and business tax matters.
• Recent experience in public accounting.
• CPA or IRS Enrolled Agent Certification, or JD required.

Preferred Qualifications

• Master’s Degree in Taxation or related field.
• Experience acquiring new clients and growing a book of business.
• Proficiency with GoSystems or CCH Axcess tax software.

Compensation & Benefits

Details regarding compensation and benefits are not specified but the role offers flexibility to support work/life balance and opportunities for professional growth.

Location

Preferred location is La Jolla, with flexibility for hybrid work and other office locations available.

Equal Opportunity Statement

The employer is committed to diversity and inclusion and is an Equal Opportunity Employer. Discrimination based on race, color, ancestry, national origin, religion, disability, medical condition, genetic information, sex, sexual orientation, gender identity or expression, age, marital status, military or veteran status, citizenship, or other protected characteristics is prohibited.