Senior Tax Manager

Department: Tax Advisory

Employment Type: Full Time

Location: Irvine, California, Remote, Remote

Key Responsibilities

High-Net-Worth Client Service

• Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients attorneys, wealth managers and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals

Team Leadership

• Directly manage and mentor a team of internal tax preparation professionals
• Oversee the workflow, performance and training of offshore tax preparation teams
• Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams

Tax Preparation, Review & Compliance

• Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
• Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
• Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
• Serve as the final point of review and as the teams technical resource on complex tax issues
• Manage tax audits, inquiries and correspondence with tax authorities

Process Improvement & Technology

• Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy
• Use technology and automation to improve the compliance process, from document collection to final filing
• Create training materials and lead sessions so the whole team is proficient in new workflows and software

Client & Cross-Functional Partnership

• Act as technical liaison between clients, tax authorities and internal teams
• Work with other departments so clients get holistic, coordinated service

Skills, Knowledge and Expertise

Minimum Qualifications

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
• Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
• Bachelors degree in Accounting, Finance, Taxation or a related field
• Proven experience managing or coordinating with offshore teams
• Strong knowledge of individual, trust and business tax planning strategies
• Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
• Ability to travel occasionally if needed

Preferred Qualifications

• Masters degree in Taxation
• Experience in accounting, financial advisory and/or consulting services

Skills & Attributes

• Exceptional leadership, coaching and mentoring skills
• Superior written and verbal communication
• Strong analytical, problem-solving and critical-thinking skills
• Strong organization and meticulous attention to detail
• Proven ability to manage multiple priorities and meet strict deadlines under pressure
• Excellent relationship management with clients and team members
• High ethical standards, with honesty and integrity

Benefits

What We Offer

• Fully remote work
• Medical, dental, vision, life and voluntary life insurance
• 401(k) with company match
• Unlimited Paid vacation 
• Paid Sick Days
• Paid holidays
• Continuing education support
• Team-building events