Tax Manager, Private Client Advisors

Title: Tax Manager Private Client Services

Location: San Ramon/San Jose CA

Salary: $120000 $166000

Overview: Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice. This role is responsible for managing tax compliance and advisory engagements for high-net-worth individuals and their closely held businesses supporting business development and coaching the next generation of tax professionals within a firm that prioritizes career growth flexibility and a collaborative work environment.

Key Responsibilities

• Review and coordinate preparation of tax returns for high-net-worth individuals including personal income tax closely held businesses trusts estates and gift tax returns
• Advise clients on a full spectrum of tax services including planning research compliance allocations and transactional activities
• Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
• Review and confirm assignment objectives scope and work plans with clients
• Ensure appropriate resource assignment across engagement roles
• Analyze billing and assist with accounts receivable collections
• Assist with new business development extended services and tax issue recognition for existing clients
• Seek regular client feedback on assignment progress and overall performance
• Coach and mentor staff and seniors on client engagements and career development
• Consult with high-net-worth clients and their advisors on income tax planning trust estate and inheritance tax planning

Qualifications

• Bachelors degree in Accounting Tax Finance or a related discipline
• CPA JD or EA designation (must be qualified to practice before the IRS)
• Minimum 4 years of US tax consulting/compliance experience within public accounting
• Minimum 1 year in a managerial role involving clients and team members

Preferred

• Masters degree in Taxation

Benefits

• Medical dental and vision coverage
• Generous PTO and paid sick time
• Flexible work arrangements
• 401(k) with profit sharing
• Wellness program
• Generous parental leave
• 11 paid holidays