Tax Manager POST NUMBER: 461244
Title: Tax Manager
Company: Wealth Management and Tax Advisory Firm
Compensation: $135K to $170K
Job Summary
Join a growing advisory-focused firm that blends tax strategy with wealth and retirement planning for high net worth individuals, founders, and privately held businesses. This role provides direct client ownership, meaningful autonomy, and a clear pathway toward senior leadership in a collaborative, entrepreneurial environment. Onsite presence is required during tax season, with a hybrid model available the remainder of the year.
Responsibilities
- Lead and review complex individual, partnership, corporate, and trust tax engagements
- Provide proactive year-round tax planning and strategic guidance to clients
- Collaborate closely with internal wealth and retirement planning teams to deliver integrated advice
- Improve internal systems and workflows using CCH Axcess or comparable tax software, CRM tools, and Microsoft 365
- Train, mentor, and support junior team members while contributing to overall practice growth
- Maintain strong client relationships and deliver high-quality service in a fast-growing environment
- Participate in refining firm processes and contributing to continuous improvement efforts
Qualifications
- 6 to 8 years of tax experience across individual, partnership, corporate, and trust entities
- Active CPA license
- Prior leadership or staff management experience
- Strong communication skills and ability to work directly with clients and cross-functional partners
- Commitment to delivering proactive, strategic tax guidance, not just compliance work
- Experience with CCH Axcess or similar tax platforms
Recommended Jobs
Visiting Nurse Practitioner (Palm Springs)
Are you certified as a Family Nurse Practitioner and looking for a flexible work option? ACT Medical Group, Inc. is looking to hire a visiting Nurse Practitioner. ACT Medical Group is a California…
Workers Compensation Claims Trainee - California
At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complex…
Propane Account Manager
Propane Account Manager Location: Santa Rosa, CA Compensation: $60,000 Base Salary + Uncapped Commission (First-Year On-Target Earnings: $85,000 - $115,000+) Job Summary It all started i…
Au Pair
We have 2 boys, who will be ages 8 and 13 years old this fall. Our current J-1 au-pair will complete her year will us in October, and we are beginning the interview process for her replacement now. Yo…
Accounts Payable Manager
The Accounts Payable Manager is responsible for overseeing the full-cycle accounts payable function while actively developing, mentoring, and leading a high-performing team. This role ensures timely …
LOCUM Inpatient Orthopedic Physician Assistant
We are hiring and experience Orthopedic Physician Assistant or Nurse Practitioner to come and help out in a LOCUM TENEN capacity for our facility in San Francisco. Join us for 26-weeks, maybe longer,…
Teller I,II,III (El Cajon)
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the e…
Full-Time Community Manager Position
Community Manager Position - Carlo Inc. About Carlo Inc. Carlo Inc. is a premier property management and real estate development company with an extensive portfolio of multifamily apartment comm…
QC Analyst II
Job Responsibilities: ;Perform a broad variety of basic and moderately complex tests with documentation according to GMP ;Review data and assess against established acceptance criteria ;Perf…
Personal Assistant
Seeking a live-in nanny or mentor to support two active boys (12 and 16) in a sporty, health-conscious home. Ideal for someone who loves fitness, enjoys cooking nutritious meals, and thrives as a posi…