​​​​​​​Tax Manager - High Net worth

Tax Manager - High Net Worth

HIGHLIGHTS
Location: Solana Beach , CA, US (Onsite or Hybrid)Â
Position Type: Â Direct Hire
Hourly / Salary:Â BOE
Residency Status: Â US Citizen or Green Card Holder ONLY

Overview

If you are energized by the strategic side of taxation as much as the technical execution, this Tax Manager – High-Net-Worth role offers the opportunity to deliver sophisticated tax advisory and wealth transition planning services . You will partner with high-net-worth individuals, families, and their advisors to navigate complex individual income tax, fiduciary tax, gift tax, and estate tax matters , while providing leadership within a collaborative public accounting environment.

This role blends advanced tax compliance, estate and trust planning, client relationship management, and team leadership , with meaningful exposure to multi-generational wealth strategies and business succession planning.

Key Responsibilities

Your work will combine technical expertise, advisory strategy, and leadership oversight, including:

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, partnerships, corporations, and nonprofit organizations

• Oversee fiduciary income tax (Form 1041), individual income tax (Form 1040), estate tax (Form 706), and gift tax (Form 709) engagements

• Evaluate tax positions across individuals, trusts, and estates to identify tax planning opportunities, income distribution strategies, and estate preservation solutions

• Lead full-cycle tax compliance and tax planning engagements , ensuring adherence to IRS regulations and quality control standards

• Interpret estate planning documents, trust agreements, and succession planning instruments to align tax strategies with legal structures

• Conduct and document technical tax research on complex trust, estate, and wealth transfer issues

• Collaborate with attorneys, financial advisors, and internal teams on business succession planning, cash flow modeling, charitable giving strategies, and private foundation compliance

• Provide proactive client advisory services , delivering clear guidance on wealth transfer, risk mitigation, and tax efficiency

• Review workpapers, mentor staff, and support performance development to strengthen technical competency and engagement management skills

• Contribute to business development initiatives , including proposal development, client relationship expansion, industry research, and professional networking

Qualifications

• Bachelor’s degree in Accounting

• Active CPA license required; JD or Enrolled Agent (EA) certification also considered

• 5+ years of public accounting experience with a focus on high-net-worth tax compliance and estate planning

• Strong technical foundation in tax accounting principles, IRS regulations, fiduciary taxation, and wealth transfer tax law

• Demonstrated experience with individual income tax, estate and gift tax, trust taxation, and flow-through entity taxation

• Exposure to private foundations and nonprofit tax compliance preferred

• Ability to manage complex engagements with strong analytical skills, attention to detail, and risk assessment capability

• Excellent written and verbal communication skills, with the ability to translate complex tax concepts into practical client guidance

• Proven ability to build long-term client relationships and contribute to firm growth initiatives

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